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 | $64,035 | $81,900-21.8% | $119,609-46.5% | $68,494-6.5% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | -14.66% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,137 | $2,693+16.5% | $4,232-25.9% | $2,596+20.8% |
| Participant deferral / active EE | $6,465 | $4,148+55.9% | $5,602+15.4% | $4,027+60.5% |
| Admin fee / account holder | $7,062 | $6,582+7.3% | $10,323-31.6% | $5,403+30.7% |