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 | $68,313 | $73,867-7.5% | $143,757-52.5% | $68,494-0.3% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -10.81% | 1.01%-11.8pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $5,166 | $3,184+62.2% | $4,951+4.3% | $2,596+99.0% |
| Participant deferral / active EE | $1,597 | $3,384-52.8% | $5,637-71.7% | $4,027-60.3% |
| Admin fee / account holder | $8,165 | $5,755+41.9% | $14,673-44.4% | $5,403+51.1% |