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 | $66,812 | $105,860-36.9% | $90,749-26.4% | $134,475-50.3% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.7%+18.8pp | 81.2%+13.2pp |
| Annual return | -16.70% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,796 | $3,462-19.2% | $2,921-4.3% | $4,740-41.0% |
| Participant deferral / active EE | $4,153 | $5,216-20.4% | $4,564-9.0% | $6,400-35.1% |
| Admin fee / account holder | $5,434 | $13,938-61.0% | $8,445-35.7% | $11,426-52.4% |