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 | $56,714 | $56,357+0.6% | $104,294-45.6% | $68,494-17.2% |
| Participation rate | 93.5% | 63.3%+30.2pp | 73.3%+20.2pp | 67.9%+25.6pp |
| Annual return | -15.68% | -9.19%-6.5pp | 24.61%-40.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,511 | $1,960+28.1% | $3,372-25.5% | $2,596-3.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,210 | $4,903+47.1% | $7,339-1.8% | $5,403+33.4% |