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 | $62,697 | $59,805+4.8% | $79,550-21.2% | $68,494-8.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -12.22% | -12.30%+0.1pp | 0.16%-12.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,156 | $1,505-23.2% | $2,413-52.1% | $2,596-55.5% |
| Participant deferral / active EE | $3,055 | $3,024+1.0% | $3,985-23.3% | $4,027-24.1% |
| Admin fee / account holder | $1,948 | $4,835-59.7% | $6,832-71.5% | $5,403-63.9% |