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 | $68,151 | $71,883-5.2% | $86,677-21.4% | $68,494-0.5% |
| Participation rate | 93.7% | 72.2%+21.4pp | 76.6%+17.1pp | 67.9%+25.8pp |
| Annual return | -17.03% | 3.52%-20.6pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $737 | $2,173-66.1% | $2,836-74.0% | $2,596-71.6% |
| Participant deferral / active EE | $5,147 | $3,779+36.2% | $4,656+10.5% | $4,027+27.8% |
| Admin fee / account holder | $11,492 | $6,112+88.0% | $7,493+53.4% | $5,403+112.7% |