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 | $62,731 | $81,900-23.4% | $119,609-47.6% | $68,494-8.4% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -15.92% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $915 | $2,693-66.0% | $4,232-78.4% | $2,596-64.7% |
| Participant deferral / active EE | $4,080 | $4,148-1.6% | $5,602-27.2% | $4,027+1.3% |
| Admin fee / account holder | $4,324 | $6,582-34.3% | $10,323-58.1% | $5,403-20.0% |