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 | $74,750 | $73,004+2.4% | $90,749-17.6% | $68,494+9.1% |
| Participation rate | 70.9% | 70.8%+0.1pp | 75.7%-4.8pp | 67.9%+3.0pp |
| Annual return | -12.61% | -13.81%+1.2pp | -12.16%-0.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,850 | $2,193-15.7% | $2,921-36.7% | $2,596-28.8% |
| Participant deferral / active EE | $3,011 | $3,627-17.0% | $4,564-34.0% | $4,027-25.2% |
| Admin fee / account holder | $2,150 | $5,896-63.5% | $8,445-74.5% | $5,403-60.2% |