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 | $61,154 | $73,867-17.2% | $143,757-57.5% | $68,494-10.7% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -14.20% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,006 | $3,184-5.6% | $4,951-39.3% | $2,596+15.8% |
| Participant deferral / active EE | $6,041 | $3,384+78.5% | $5,637+7.2% | $4,027+50.0% |
| Admin fee / account holder | $9,746 | $5,755+69.4% | $14,673-33.6% | $5,403+80.4% |