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 | $63,088 | $81,900-23.0% | $119,609-47.3% | $68,494-7.9% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -14.87% | -23.82%+8.9pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,058 | $2,693+13.5% | $4,232-27.7% | $2,596+17.8% |
| Participant deferral / active EE | $2,386 | $4,148-42.5% | $5,602-57.4% | $4,027-40.7% |
| Admin fee / account holder | $4,976 | $6,582-24.4% | $10,323-51.8% | $5,403-7.9% |