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 | $64,182 | $81,900-21.6% | $119,609-46.3% | $68,494-6.3% |
| Participation rate | 90.8% | 71.9%+18.9pp | 79.3%+11.5pp | 67.9%+22.9pp |
| Annual return | -16.12% | -23.82%+7.7pp | -14.97%-1.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,035 | $2,693-24.4% | $4,232-51.9% | $2,596-21.6% |
| Participant deferral / active EE | $6,408 | $4,148+54.5% | $5,602+14.4% | $4,027+59.1% |
| Admin fee / account holder | $9,081 | $6,582+38.0% | $10,323-12.0% | $5,403+68.1% |