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 | $55,486 | $42,894+29.4% | $60,874-8.9% | $68,494-19.0% |
| Participation rate | 96.1% | 66.8%+29.3pp | 73.1%+23.0pp | 67.9%+28.2pp |
| Annual return | -15.27% | -13.98%-1.3pp | 16.90%-32.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,872 | $1,978-5.4% | $2,701-30.7% | $2,596-27.9% |
| Participant deferral / active EE | $4,043 | $2,867+41.0% | $3,817+5.9% | $4,027+0.4% |
| Admin fee / account holder | $5,774 | $3,101+86.2% | $3,224+79.1% | $5,403+6.9% |