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 | $63,597 | $69,010-7.8% | $159,960-60.2% | $68,494-7.1% |
| Participation rate | 79.4% | 65.4%+14.0pp | 78.0%+1.4pp | 67.9%+11.5pp |
| Annual return | -15.86% | -9.65%-6.2pp | 408.60%-424.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,043 | $2,213-52.9% | $4,226-75.3% | $2,596-59.8% |
| Participant deferral / active EE | $3,170 | $4,212-24.7% | $6,182-48.7% | $4,027-21.3% |
| Admin fee / account holder | $2,694 | $4,798-43.8% | $8,698-69.0% | $5,403-50.1% |