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 | $56,017 | $71,883-22.1% | $86,677-35.4% | $68,494-18.2% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -12.83% | 3.52%-16.4pp | 35.91%-48.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $664 | $2,173-69.4% | $2,836-76.6% | $2,596-74.4% |
| Participant deferral / active EE | $2,324 | $3,779-38.5% | $4,656-50.1% | $4,027-42.3% |
| Admin fee / account holder | $18,929 | $6,112+209.7% | $7,493+152.6% | $5,403+250.4% |