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 | $65,556 | $81,900-20.0% | $119,609-45.2% | $68,494-4.3% |
| Participation rate | 74.4% | 71.9%+2.5pp | 79.3%-4.9pp | 67.9%+6.5pp |
| Annual return | -18.64% | -23.82%+5.2pp | -14.97%-3.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,633 | $2,693-2.2% | $4,232-37.8% | $2,596+1.4% |
| Participant deferral / active EE | $6,034 | $4,148+45.5% | $5,602+7.7% | $4,027+49.8% |
| Admin fee / account holder | $10,329 | $6,582+56.9% | $10,323+0.1% | $5,403+91.2% |