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 | $60,867 | $73,867-17.6% | $143,757-57.7% | $68,494-11.1% |
| Participation rate | 86.2% | 66.7%+19.6pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -12.27% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,682 | $3,184-47.2% | $4,951-66.0% | $2,596-35.2% |
| Participant deferral / active EE | $4,229 | $3,384+25.0% | $5,637-25.0% | $4,027+5.0% |
| Admin fee / account holder | $8,046 | $5,755+39.8% | $14,673-45.2% | $5,403+48.9% |