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 | $67,956 | $73,867-8.0% | $143,757-52.7% | $68,494-0.8% |
| Participation rate | 85.4% | 66.7%+18.8pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -13.53% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $833 | $3,184-73.8% | $4,951-83.2% | $2,596-67.9% |
| Participant deferral / active EE | $5,430 | $3,384+60.5% | $5,637-3.7% | $4,027+34.8% |
| Admin fee / account holder | $22,832 | $5,755+296.8% | $14,673+55.6% | $5,403+322.6% |