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 | $65,307 | $71,883-9.1% | $86,677-24.7% | $68,494-4.7% |
| Participation rate | 85.9% | 72.2%+13.7pp | 76.6%+9.4pp | 67.9%+18.0pp |
| Annual return | -17.03% | 3.52%-20.6pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,122 | $2,173-2.4% | $2,836-25.2% | $2,596-18.3% |
| Participant deferral / active EE | $3,603 | $3,779-4.6% | $4,656-22.6% | $4,027-10.5% |
| Admin fee / account holder | $10,990 | $6,112+79.8% | $7,493+46.7% | $5,403+103.4% |