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 | $55,493 | $73,004-24.0% | $90,749-38.9% | $68,494-19.0% |
| Participation rate | 90.9% | 70.8%+20.1pp | 75.7%+15.2pp | 67.9%+23.0pp |
| Annual return | -12.04% | -13.81%+1.8pp | -12.16%+0.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $3,196 | $2,193+45.8% | $2,921+9.4% | $2,596+23.1% |
| Participant deferral / active EE | $4,206 | $3,627+16.0% | $4,564-7.8% | $4,027+4.4% |
| Admin fee / account holder | $6,537 | $5,896+10.9% | $8,445-22.6% | $5,403+21.0% |