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 | $58,702 | $64,707-9.3% | $112,228-47.7% | $68,494-14.3% |
| Participation rate | 81.0% | 67.2%+13.8pp | 75.1%+5.9pp | 67.9%+13.1pp |
| Annual return | -17.28% | -11.40%-5.9pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,557 | $2,746-6.9% | $3,635-29.7% | $2,596-1.5% |
| Participant deferral / active EE | $4,618 | $3,565+29.6% | $4,728-2.3% | $4,027+14.7% |
| Admin fee / account holder | $5,125 | $5,232-2.0% | $6,410-20.0% | $5,403-5.1% |