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 | $54,625 | $73,867-26.0% | $143,757-62.0% | $68,494-20.2% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -17.18% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,062 | $3,184+27.6% | $4,951-18.0% | $2,596+56.4% |
| Participant deferral / active EE | $5,458 | $3,384+61.3% | $5,637-3.2% | $4,027+35.5% |
| Admin fee / account holder | $769 | $5,755-86.6% | $14,673-94.8% | $5,403-85.8% |