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 8-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 | $68,998 | $73,867-6.6% | $143,757-52.0% | $68,494+0.7% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -19.15% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,136 | $3,184-32.9% | $4,951-56.9% | $2,596-17.7% |
| Participant deferral / active EE | $4,793 | $3,384+41.6% | $5,637-15.0% | $4,027+19.0% |
| Admin fee / account holder | $4,053 | $5,755-29.6% | $14,673-72.4% | $5,403-25.0% |