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 3-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 | $69,001 | $73,867-6.6% | $143,757-52.0% | $68,494+0.7% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -16.53% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,085 | $3,184-34.5% | $4,951-57.9% | $2,596-19.7% |
| Participant deferral / active EE | $5,367 | $3,384+58.6% | $5,637-4.8% | $4,027+33.3% |
| Admin fee / account holder | $25,518 | $5,755+343.4% | $14,673+73.9% | $5,403+372.3% |