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 | $57,249 | $81,900-30.1% | $119,609-52.1% | $68,494-16.4% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | -18.12% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,332 | $2,693+60.8% | $4,232+2.4% | $2,596+66.8% |
| Participant deferral / active EE | $9,204 | $4,148+121.9% | $5,602+64.3% | $4,027+128.6% |
| Admin fee / account holder | $9,335 | $6,582+41.8% | $10,323-9.6% | $5,403+72.8% |