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 | $62,628 | $86,655-27.7% | $119,609-47.6% | $66,914-6.4% |
| Participation rate | 86.1% | 75.6%+10.6pp | 79.3%+6.9pp | 69.8%+16.3pp |
| Annual return | -15.97% | -8.00%-8.0pp | -14.97%-1.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,801 | $2,536-29.0% | $4,232-57.5% | $2,544-29.2% |
| Participant deferral / active EE | $3,439 | $4,358-21.1% | $5,602-38.6% | $4,237-18.8% |
| Admin fee / account holder | $3,815 | $755+405.5% | $10,323-63.0% | $593+543.1% |