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 | $62,399 | $73,004-14.5% | $90,749-31.2% | $68,494-8.9% |
| Participation rate | 82.1% | 70.8%+11.3pp | 75.7%+6.5pp | 67.9%+14.3pp |
| Annual return | -13.28% | -13.81%+0.5pp | -12.16%-1.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $630 | $2,193-71.3% | $2,921-78.4% | $2,596-75.7% |
| Participant deferral / active EE | $1,751 | $3,627-51.7% | $4,564-61.6% | $4,027-56.5% |
| Admin fee / account holder | $6,478 | $5,896+9.9% | $8,445-23.3% | $5,403+19.9% |