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 | $64,884 | $71,883-9.7% | $86,677-25.1% | $68,494-5.3% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -17.93% | 3.52%-21.5pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,119 | $2,173-48.5% | $2,836-60.6% | $2,596-56.9% |
| Participant deferral / active EE | $3,970 | $3,779+5.1% | $4,656-14.7% | $4,027-1.4% |
| Admin fee / account holder | $2,175 | $6,112-64.4% | $7,493-71.0% | $5,403-59.8% |