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 | $68,399 | $71,883-4.8% | $86,677-21.1% | $68,494-0.1% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | -15.31% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $971 | $2,173-55.3% | $2,836-65.8% | $2,596-62.6% |
| Participant deferral / active EE | $7,618 | $3,779+101.6% | $4,656+63.6% | $4,027+89.2% |
| Admin fee / account holder | $36,784 | $6,112+501.8% | $7,493+390.9% | $5,403+580.8% |