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 | $60,902 | $81,900-25.6% | $119,609-49.1% | $68,494-11.1% |
| Participation rate | 80.9% | 71.9%+9.0pp | 79.3%+1.6pp | 67.9%+13.0pp |
| Annual return | -8.04% | -23.82%+15.8pp | -14.97%+6.9pp | -7.84%-0.2pp |
| Employer contribution / active EE | $2,360 | $2,693-12.4% | $4,232-44.2% | $2,596-9.1% |
| Participant deferral / active EE | $7,175 | $4,148+73.0% | $5,602+28.1% | $4,027+78.2% |
| Admin fee / account holder | $3,747 | $6,582-43.1% | $10,323-63.7% | $5,403-30.6% |