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 | $71,678 | $73,004-1.8% | $90,749-21.0% | $68,494+4.6% |
| Participation rate | 91.9% | 70.8%+21.1pp | 75.7%+16.2pp | 67.9%+24.0pp |
| Annual return | -17.16% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,783 | $2,193+26.9% | $2,921-4.7% | $2,596+7.2% |
| Participant deferral / active EE | $3,712 | $3,627+2.4% | $4,564-18.7% | $4,027-7.8% |
| Admin fee / account holder | $1,733 | $5,896-70.6% | $8,445-79.5% | $5,403-67.9% |