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 4-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 | $67,168 | $81,900-18.0% | $119,609-43.8% | $68,494-1.9% |
| Participation rate | 90.1% | 71.9%+18.2pp | 79.3%+10.9pp | 67.9%+22.3pp |
| Annual return | -17.66% | -23.82%+6.2pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,070 | $2,693-23.1% | $4,232-51.1% | $2,596-20.3% |
| Participant deferral / active EE | $3,678 | $4,148-11.3% | $5,602-34.4% | $4,027-8.7% |
| Admin fee / account holder | $3,157 | $6,582-52.0% | $10,323-69.4% | $5,403-41.6% |