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 | $53,594 | $73,004-26.6% | $90,749-40.9% | $68,494-21.8% |
| Participation rate | 93.8% | 70.8%+23.0pp | 75.7%+18.2pp | 67.9%+26.0pp |
| Annual return | -12.55% | -13.81%+1.3pp | -12.16%-0.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,771 | $2,193-19.2% | $2,921-39.4% | $2,596-31.8% |
| Participant deferral / active EE | $4,646 | $3,627+28.1% | $4,564+1.8% | $4,027+15.4% |
| Admin fee / account holder | $8,411 | $5,896+42.7% | $8,445-0.4% | $5,403+55.7% |