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 | $60,875 | $73,867-17.6% | $143,757-57.7% | $68,494-11.1% |
| Participation rate | 91.4% | 66.7%+24.8pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -16.62% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,643 | $3,184+77.2% | $4,951+14.0% | $2,596+117.4% |
| Participant deferral / active EE | $6,403 | $3,384+89.2% | $5,637+13.6% | $4,027+59.0% |
| Admin fee / account holder | $3,370 | $5,755-41.4% | $14,673-77.0% | $5,403-37.6% |