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 | $54,128 | $73,867-26.7% | $143,757-62.3% | $68,494-21.0% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -15.47% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,893 | $3,184+22.3% | $4,951-21.4% | $2,596+49.9% |
| Participant deferral / active EE | $8,928 | $3,384+163.8% | $5,637+58.4% | $4,027+121.7% |
| Admin fee / account holder | $9,953 | $5,755+73.0% | $14,673-32.2% | $5,403+84.2% |