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 | $65,579 | $73,004-10.2% | $90,749-27.7% | $68,494-4.3% |
| Participation rate | 86.7% | 70.8%+15.8pp | 75.7%+11.0pp | 67.9%+18.8pp |
| Annual return | -16.52% | -13.81%-2.7pp | -12.16%-4.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,115 | $2,193-3.5% | $2,921-27.6% | $2,596-18.5% |
| Participant deferral / active EE | $5,729 | $3,627+58.0% | $4,564+25.5% | $4,027+42.3% |
| Admin fee / account holder | $10,555 | $5,896+79.0% | $8,445+25.0% | $5,403+95.4% |