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 | $56,482 | $64,707-12.7% | $112,228-49.7% | $68,494-17.5% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -6.33% | -11.40%+5.1pp | 27.45%-33.8pp | -7.84%+1.5pp |
| Employer contribution / active EE | $2,178 | $2,746-20.7% | $3,635-40.1% | $2,596-16.1% |
| Participant deferral / active EE | $5,560 | $3,565+56.0% | $4,728+17.6% | $4,027+38.1% |
| Admin fee / account holder | $2,233 | $5,232-57.3% | $6,410-65.2% | $5,403-58.7% |