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 | $71,362 | $64,707+10.3% | $112,228-36.4% | $68,494+4.2% |
| Participation rate | 93.6% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.7pp |
| Annual return | -18.81% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,441 | $2,746-11.1% | $3,635-32.8% | $2,596-6.0% |
| Participant deferral / active EE | $3,705 | $3,565+3.9% | $4,728-21.6% | $4,027-8.0% |
| Admin fee / account holder | $14,417 | $5,232+175.6% | $6,410+124.9% | $5,403+166.8% |