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 | $59,038 | $73,867-20.1% | $143,757-58.9% | $68,494-13.8% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -14.79% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,188 | $3,184-31.3% | $4,951-55.8% | $2,596-15.7% |
| Participant deferral / active EE | $3,236 | $3,384-4.4% | $5,637-42.6% | $4,027-19.6% |
| Admin fee / account holder | $3,463 | $5,755-39.8% | $14,673-76.4% | $5,403-35.9% |