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 | $58,540 | $64,707-9.5% | $112,228-47.8% | $68,494-14.5% |
| Participation rate | 93.8% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+26.0pp |
| Annual return | -15.89% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,523 | $2,746-8.1% | $3,635-30.6% | $2,596-2.8% |
| Participant deferral / active EE | $4,167 | $3,565+16.9% | $4,728-11.9% | $4,027+3.5% |
| Admin fee / account holder | $2,700 | $5,232-48.4% | $6,410-57.9% | $5,403-50.0% |