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 | $73,463 | $73,867-0.5% | $143,757-48.9% | $68,494+7.3% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -16.04% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,144 | $3,184-64.1% | $4,951-76.9% | $2,596-55.9% |
| Participant deferral / active EE | $2,575 | $3,384-23.9% | $5,637-54.3% | $4,027-36.1% |
| Admin fee / account holder | $669 | $5,755-88.4% | $14,673-95.4% | $5,403-87.6% |