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 | $67,155 | $73,867-9.1% | $143,757-53.3% | $68,494-2.0% |
| Participation rate | 82.4% | 66.7%+15.7pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -12.90% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $893 | $3,184-72.0% | $4,951-82.0% | $2,596-65.6% |
| Participant deferral / active EE | $2,210 | $3,384-34.7% | $5,637-60.8% | $4,027-45.1% |
| Admin fee / account holder | $7,690 | $5,755+33.6% | $14,673-47.6% | $5,403+42.3% |