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 | $59,304 | $64,707-8.4% | $112,228-47.2% | $68,494-13.4% |
| Participation rate | 89.8% | 67.2%+22.6pp | 75.1%+14.7pp | 67.9%+21.9pp |
| Annual return | -14.79% | -11.40%-3.4pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,029 | $2,746-62.5% | $3,635-71.7% | $2,596-60.4% |
| Participant deferral / active EE | $1,586 | $3,565-55.5% | $4,728-66.5% | $4,027-60.6% |
| Admin fee / account holder | $8,759 | $5,232+67.4% | $6,410+36.6% | $5,403+62.1% |