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 | $64,245 | $95,193-32.5% | $76,523-16.0% | $135,375-52.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.69% | 4.85%-8.5pp | -0.27%-3.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $829 | $3,302-74.9% | $2,647-68.7% | $4,779-82.7% |
| Participant deferral / active EE | $4,888 | $4,639+5.4% | $3,835+27.4% | $5,609-12.9% |
| Admin fee / account holder | $1,826 | $6,249-70.8% | $4,848-62.3% | $10,827-83.1% |