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 | $77,540 | $71,883+7.9% | $86,677-10.5% | $68,494+13.2% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -12.64% | 3.52%-16.2pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,359 | $2,173-37.4% | $2,836-52.1% | $2,596-47.6% |
| Participant deferral / active EE | $3,628 | $3,779-4.0% | $4,656-22.1% | $4,027-9.9% |
| Admin fee / account holder | $1,122 | $6,112-81.6% | $7,493-85.0% | $5,403-79.2% |