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 | $53,675 | $73,004-26.5% | $90,749-40.9% | $68,494-21.6% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -17.06% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,946 | $2,193+125.5% | $2,921+69.3% | $2,596+90.5% |
| Participant deferral / active EE | $2,471 | $3,627-31.9% | $4,564-45.9% | $4,027-38.6% |
| Admin fee / account holder | $7,453 | $5,896+26.4% | $8,445-11.7% | $5,403+37.9% |