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 | $62,888 | $73,867-14.9% | $143,757-56.3% | $68,494-8.2% |
| Participation rate | 87.7% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -18.85% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $580 | $3,184-81.8% | $4,951-88.3% | $2,596-77.7% |
| Participant deferral / active EE | $2,225 | $3,384-34.2% | $5,637-60.5% | $4,027-44.7% |
| Admin fee / account holder | $3,678 | $5,755-36.1% | $14,673-74.9% | $5,403-31.9% |