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 | $65,342 | $48,265+35.4% | $68,791-5.0% | $68,494-4.6% |
| Participation rate | 97.8% | 60.7%+37.1pp | 69.0%+28.8pp | 67.9%+29.9pp |
| Annual return | -14.17% | -12.71%-1.5pp | -6.38%-7.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,961 | $1,829+7.2% | $2,655-26.2% | $2,596-24.5% |
| Participant deferral / active EE | $6,192 | $2,867+116.0% | $3,941+57.1% | $4,027+53.8% |
| Admin fee / account holder | $17,034 | $4,355+291.1% | $4,932+245.4% | $5,403+215.3% |