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 | $57,421 | $110,094-47.8% | $151,611-62.1% | $68,494-16.2% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,587 | $4,471-19.8% | $6,166-41.8% | $2,596+38.2% |
| Participant deferral / active EE | $11,311 | $6,527+73.3% | $8,363+35.2% | $4,027+180.9% |
| Admin fee / account holder | $1,961 | $7,719-74.6% | $11,616-83.1% | $5,403-63.7% |