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 | $59,043 | $59,805-1.3% | $79,550-25.8% | $68,494-13.8% |
| Participation rate | 73.8% | 61.1%+12.7pp | 69.5%+4.3pp | 67.9%+5.9pp |
| Annual return | -12.23% | -12.30%+0.1pp | 0.16%-12.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,748 | $1,505+16.1% | $2,413-27.6% | $2,596-32.7% |
| Participant deferral / active EE | $3,261 | $3,024+7.8% | $3,985-18.2% | $4,027-19.0% |
| Admin fee / account holder | $2,367 | $4,835-51.1% | $6,832-65.4% | $5,403-56.2% |