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 | $64,927 | $73,867-12.1% | $143,757-54.8% | $68,494-5.2% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -17.01% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,054 | $3,184-4.1% | $4,951-38.3% | $2,596+17.6% |
| Participant deferral / active EE | $8,431 | $3,384+149.1% | $5,637+49.6% | $4,027+109.4% |
| Admin fee / account holder | $17,123 | $5,755+197.5% | $14,673+16.7% | $5,403+216.9% |