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 | $65,014 | $73,004-10.9% | $90,749-28.4% | $68,494-5.1% |
| Participation rate | 82.1% | 70.8%+11.3pp | 75.7%+6.4pp | 67.9%+14.2pp |
| Annual return | -6.92% | -13.81%+6.9pp | -12.16%+5.2pp | -7.84%+0.9pp |
| Employer contribution / active EE | $7,313 | $2,193+233.5% | $2,921+150.4% | $2,596+181.7% |
| Participant deferral / active EE | $9,124 | $3,627+151.6% | $4,564+99.9% | $4,027+126.6% |
| Admin fee / account holder | $7,283 | $5,896+23.5% | $8,445-13.8% | $5,403+34.8% |