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 | $68,685 | $71,883-4.4% | $86,677-20.8% | $68,494+0.3% |
| Participation rate | 72.9% | 72.2%+0.7pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -16.74% | 3.52%-20.3pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,887 | $2,173-13.1% | $2,836-33.5% | $2,596-27.3% |
| Participant deferral / active EE | $3,462 | $3,779-8.4% | $4,656-25.6% | $4,027-14.0% |
| Admin fee / account holder | $16,810 | $6,112+175.0% | $7,493+124.3% | $5,403+211.1% |