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 | $67,795 | $56,357+20.3% | $104,294-35.0% | $68,494-1.0% |
| Participation rate | 90.9% | 63.3%+27.7pp | 73.3%+17.6pp | 67.9%+23.0pp |
| Annual return | -15.86% | -9.19%-6.7pp | 24.61%-40.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $847 | $1,960-56.8% | $3,372-74.9% | $2,596-67.4% |
| Participant deferral / active EE | $6,164 | $3,077+100.3% | $4,625+33.3% | $4,027+53.1% |
| Admin fee / account holder | $4,112 | $4,903-16.1% | $7,339-44.0% | $5,403-23.9% |