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 | $71,778 | $81,900-12.4% | $119,609-40.0% | $68,494+4.8% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -13.50% | -23.82%+10.3pp | -14.97%+1.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,727 | $4,148+38.1% | $5,602+2.2% | $4,027+42.2% |
| Admin fee / account holder | $1,801 | $6,582-72.6% | $10,323-82.5% | $5,403-66.7% |