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 | $61,679 | $64,707-4.7% | $112,228-45.0% | $68,494-9.9% |
| Participation rate | 93.9% | 67.2%+26.8pp | 75.1%+18.9pp | 67.9%+26.1pp |
| Annual return | -14.30% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,202 | $2,746-19.8% | $3,635-39.4% | $2,596-15.2% |
| Participant deferral / active EE | $4,727 | $3,565+32.6% | $4,7280% | $4,027+17.4% |
| Admin fee / account holder | $1,661 | $5,232-68.2% | $6,410-74.1% | $5,403-69.3% |