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 | $54,118 | $64,707-16.4% | $112,228-51.8% | $68,494-21.0% |
| Participation rate | 86.1% | 67.2%+19.0pp | 75.1%+11.1pp | 67.9%+18.2pp |
| Annual return | -13.00% | -11.40%-1.6pp | 27.45%-40.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,142 | $2,746-22.0% | $3,635-41.1% | $2,596-17.5% |
| Participant deferral / active EE | $2,985 | $3,565-16.3% | $4,728-36.9% | $4,027-25.9% |
| Admin fee / account holder | $5,928 | $5,232+13.3% | $6,410-7.5% | $5,403+9.7% |