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 | $66,379 | $81,900-19.0% | $119,609-44.5% | $68,494-3.1% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+17.0pp | 67.9%+28.3pp |
| Annual return | -15.78% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,096 | $2,693-22.2% | $4,232-50.5% | $2,596-19.3% |
| Participant deferral / active EE | $4,495 | $4,148+8.4% | $5,602-19.8% | $4,027+11.6% |
| Admin fee / account holder | $6,945 | $6,582+5.5% | $10,323-32.7% | $5,403+28.5% |