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 | $74,046 | $81,900-9.6% | $119,609-38.1% | $68,494+8.1% |
| Participation rate | 94.9% | 71.9%+23.0pp | 79.3%+15.6pp | 67.9%+27.0pp |
| Annual return | -15.25% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,578 | $2,693-41.4% | $4,232-62.7% | $2,596-39.2% |
| Participant deferral / active EE | $4,663 | $4,148+12.4% | $5,602-16.8% | $4,027+15.8% |
| Admin fee / account holder | $3,330 | $6,582-49.4% | $10,323-67.7% | $5,403-38.4% |