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 | $59,068 | $105,860-44.2% | $90,749-34.9% | $134,475-56.1% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.7%+18.8pp | 81.2%+13.2pp |
| Annual return | -16.14% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,288 | $3,462-33.9% | $2,921-21.7% | $4,740-51.7% |
| Participant deferral / active EE | $6,881 | $5,216+31.9% | $4,564+50.8% | $6,400+7.5% |
| Admin fee / account holder | $4,155 | $13,938-70.2% | $8,445-50.8% | $11,426-63.6% |