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 | $61,570 | $110,094-44.1% | $151,611-59.4% | $68,494-10.1% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,931 | $4,471-34.4% | $6,166-52.5% | $2,596+12.9% |
| Participant deferral / active EE | $8,450 | $6,527+29.5% | $8,363+1.0% | $4,027+109.8% |
| Admin fee / account holder | $5,202 | $7,719-32.6% | $11,616-55.2% | $5,403-3.7% |