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 | $60,914 | $110,094-44.7% | $151,611-59.8% | $68,494-11.1% |
| Participation rate | 95.5% | 84.0%+11.6pp | 87.5%+8.0pp | 67.9%+27.6pp |
| Annual return | -14.40% | -10.12%-4.3pp | 3.33%-17.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,110 | $4,471-30.4% | $6,166-49.6% | $2,596+19.8% |
| Participant deferral / active EE | $3,613 | $6,527-44.6% | $8,363-56.8% | $4,027-10.3% |
| Admin fee / account holder | $5,529 | $7,719-28.4% | $11,616-52.4% | $5,403+2.3% |