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 5-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 | $65,554 | $73,867-11.3% | $143,757-54.4% | $68,494-4.3% |
| Participation rate | 81.9% | 66.7%+15.3pp | 80.3%+1.6pp | 67.9%+14.1pp |
| Annual return | -14.98% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,425 | $3,184-55.3% | $4,951-71.2% | $2,596-45.1% |
| Participant deferral / active EE | $3,470 | $3,384+2.5% | $5,637-38.5% | $4,027-13.8% |
| Admin fee / account holder | $4,443 | $5,755-22.8% | $14,673-69.7% | $5,403-17.8% |