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 | $68,079 | $73,004-6.7% | $90,749-25.0% | $68,494-0.6% |
| Participation rate | 94.8% | 70.8%+24.0pp | 75.7%+19.1pp | 67.9%+26.9pp |
| Annual return | -12.16% | -13.81%+1.7pp | -12.16%0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,058 | $2,193+39.5% | $2,921+4.7% | $2,596+17.8% |
| Participant deferral / active EE | $5,072 | $3,627+39.8% | $4,564+11.1% | $4,027+25.9% |
| Admin fee / account holder | $23,223 | $5,896+293.9% | $8,445+175.0% | $5,403+329.8% |