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 | $65,019 | $48,265+34.7% | $68,791-5.5% | $68,494-5.1% |
| Participation rate | 73.7% | 60.7%+13.0pp | 69.0%+4.7pp | 67.9%+5.8pp |
| Annual return | 4.37% | -12.71%+17.1pp | -6.38%+10.7pp | -7.84%+12.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,459 | $2,867-14.2% | $3,941-37.6% | $4,027-38.9% |
| Admin fee / account holder | $7,032 | $4,355+61.5% | $4,932+42.6% | $5,403+30.2% |