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 | $65,603 | $73,004-10.1% | $90,749-27.7% | $68,494-4.2% |
| Participation rate | 72.2% | 70.8%+1.4pp | 75.7%-3.5pp | 67.9%+4.3pp |
| Annual return | -18.00% | -13.81%-4.2pp | -12.16%-5.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $779 | $2,193-64.5% | $2,921-73.3% | $2,596-70.0% |
| Participant deferral / active EE | $4,345 | $3,627+19.8% | $4,564-4.8% | $4,027+7.9% |
| Admin fee / account holder | $1,918 | $5,896-67.5% | $8,445-77.3% | $5,403-64.5% |