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 | $69,356 | $73,867-6.1% | $143,757-51.8% | $68,494+1.3% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -17.30% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,160 | $3,184-63.6% | $4,951-76.6% | $2,596-55.3% |
| Participant deferral / active EE | $3,401 | $3,384+0.5% | $5,637-39.7% | $4,027-15.5% |
| Admin fee / account holder | $10,523 | $5,755+82.9% | $14,673-28.3% | $5,403+94.8% |