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 | $67,343 | $73,867-8.8% | $143,757-53.2% | $68,494-1.7% |
| Participation rate | 88.6% | 66.7%+22.0pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -13.99% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,146 | $3,184-1.2% | $4,951-36.5% | $2,596+21.2% |
| Participant deferral / active EE | $4,027 | $3,384+19.0% | $5,637-28.6% | $4,0270% |
| Admin fee / account holder | $2,315 | $5,755-59.8% | $14,673-84.2% | $5,403-57.1% |