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 | $53,848 | $73,867-27.1% | $143,757-62.5% | $68,494-21.4% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -17.05% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,587 | $3,184-50.2% | $4,951-67.9% | $2,596-38.9% |
| Participant deferral / active EE | $2,816 | $3,384-16.8% | $5,637-50.0% | $4,027-30.1% |
| Admin fee / account holder | $2,210 | $5,755-61.6% | $14,673-84.9% | $5,403-59.1% |