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 | $70,712 | $73,867-4.3% | $143,757-50.8% | $68,494+3.2% |
| Participation rate | 98.0% | 66.7%+31.4pp | 80.3%+17.7pp | 67.9%+30.2pp |
| Annual return | -18.03% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,953 | $3,184-7.3% | $4,951-40.4% | $2,596+13.7% |
| Participant deferral / active EE | $3,355 | $3,384-0.9% | $5,637-40.5% | $4,027-16.7% |
| Admin fee / account holder | $5,444 | $5,755-5.4% | $14,673-62.9% | $5,403+0.8% |