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 | $64,130 | $64,707-0.9% | $112,228-42.9% | $68,494-6.4% |
| Participation rate | 81.6% | 67.2%+14.4pp | 75.1%+6.5pp | 67.9%+13.7pp |
| Annual return | -15.85% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,092 | $3,565+42.8% | $4,728+7.7% | $4,027+26.4% |
| Admin fee / account holder | $9,709 | $5,232+85.6% | $6,410+51.5% | $5,403+79.7% |