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 | $63,740 | $73,867-13.7% | $143,757-55.7% | $68,494-6.9% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -12.85% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,210 | $3,184+0.8% | $4,951-35.2% | $2,596+23.6% |
| Participant deferral / active EE | $2,923 | $3,384-13.6% | $5,637-48.2% | $4,027-27.4% |
| Admin fee / account holder | $6,198 | $5,755+7.7% | $14,673-57.8% | $5,403+14.7% |