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 | $61,390 | $71,883-14.6% | $86,677-29.2% | $68,494-10.4% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | -17.38% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,205 | $2,173+1.5% | $2,836-22.3% | $2,596-15.1% |
| Participant deferral / active EE | $5,474 | $3,779+44.9% | $4,656+17.6% | $4,027+35.9% |
| Admin fee / account holder | $10,187 | $6,112+66.7% | $7,493+35.9% | $5,403+88.5% |