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 | $52,275 | $53,162-1.7% | $91,220-42.7% | $68,494-23.7% |
| Participation rate | 84.0% | 63.2%+20.8pp | 73.2%+10.8pp | 67.9%+16.1pp |
| Annual return | -17.06% | -3.14%-13.9pp | 114.01%-131.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,921 | $1,709+12.4% | $2,850-32.6% | $2,596-26.0% |
| Participant deferral / active EE | $4,017 | $2,974+35.1% | $4,234-5.1% | $4,027-0.3% |
| Admin fee / account holder | $3,626 | $4,493-19.3% | $5,420-33.1% | $5,403-32.9% |