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 | $66,051 | $73,867-10.6% | $143,757-54.1% | $68,494-3.6% |
| Participation rate | 76.4% | 66.7%+9.7pp | 80.3%-3.9pp | 67.9%+8.5pp |
| Annual return | -14.09% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,888 | $3,184-40.7% | $4,951-61.9% | $2,596-27.3% |
| Participant deferral / active EE | $2,637 | $3,384-22.1% | $5,637-53.2% | $4,027-34.5% |
| Admin fee / account holder | $9,369 | $5,755+62.8% | $14,673-36.1% | $5,403+73.4% |