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 | $67,789 | $110,094-38.4% | $151,611-55.3% | $68,494-1.0% |
| Participation rate | 95.8% | 84.0%+11.9pp | 87.5%+8.3pp | 67.9%+27.9pp |
| Annual return | -16.36% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,222 | $4,471-50.3% | $6,166-64.0% | $2,596-14.4% |
| Participant deferral / active EE | $4,940 | $6,527-24.3% | $8,363-40.9% | $4,027+22.7% |
| Admin fee / account holder | $2,160 | $7,719-72.0% | $11,616-81.4% | $5,403-60.0% |