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 | $73,551 | $76,912-4.4% | $129,110-43.0% | $68,494+7.4% |
| Participation rate | 97.1% | 69.1%+27.9pp | 77.3%+19.8pp | 67.9%+29.2pp |
| Annual return | -12.18% | -9.78%-2.4pp | -10.94%-1.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $4,412 | $3,243+36.1% | $5,052-12.7% | $2,596+69.9% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,420 | $6,638-33.4% | $14,302-69.1% | $5,403-18.2% |