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 | $67,030 | $73,867-9.3% | $143,757-53.4% | $68,494-2.1% |
| Participation rate | 91.4% | 66.7%+24.7pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -17.17% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $764 | $3,184-76.0% | $4,951-84.6% | $2,596-70.6% |
| Participant deferral / active EE | $4,220 | $3,384+24.7% | $5,637-25.1% | $4,027+4.8% |
| Admin fee / account holder | $9,999 | $5,755+73.7% | $14,673-31.9% | $5,403+85.1% |