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 | $56,992 | $64,707-11.9% | $112,228-49.2% | $68,494-16.8% |
| Participation rate | 77.5% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.6pp |
| Annual return | -15.95% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $818 | $2,746-70.2% | $3,635-77.5% | $2,596-68.5% |
| Participant deferral / active EE | $3,909 | $3,565+9.7% | $4,728-17.3% | $4,027-2.9% |
| Admin fee / account holder | $3,655 | $5,232-30.1% | $6,410-43.0% | $5,403-32.4% |