See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,680 | $76,912-14.6% | $129,110-49.1% | $68,494-4.1% |
| Participation rate | 76.7% | 69.1%+7.5pp | 77.3%-0.6pp | 67.9%+8.8pp |
| Annual return | -14.58% | -9.78%-4.8pp | -10.94%-3.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $942 | $3,243-70.9% | $5,052-81.3% | $2,596-63.7% |
| Participant deferral / active EE | $4,878 | $4,732+3.1% | $6,542-25.4% | $4,027+21.1% |
| Admin fee / account holder | $11,060 | $6,638+66.6% | $14,302-22.7% | $5,403+104.7% |