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 | $60,366 | $71,883-16.0% | $86,677-30.4% | $68,494-11.9% |
| Participation rate | 96.8% | 72.2%+24.5pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -17.72% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,655 | $2,173-23.9% | $2,836-41.7% | $2,596-36.3% |
| Participant deferral / active EE | $4,183 | $3,779+10.7% | $4,656-10.2% | $4,027+3.9% |
| Admin fee / account holder | $20,666 | $6,112+238.1% | $7,493+175.8% | $5,403+282.5% |