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 | $58,542 | $53,162+10.1% | $91,220-35.8% | $68,494-14.5% |
| Participation rate | 90.0% | 63.2%+26.8pp | 73.2%+16.8pp | 67.9%+22.1pp |
| Annual return | -16.86% | -3.14%-13.7pp | 114.01%-130.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,575 | $1,709-7.9% | $2,850-44.8% | $2,596-39.4% |
| Participant deferral / active EE | $2,794 | $2,974-6.0% | $4,234-34.0% | $4,027-30.6% |
| Admin fee / account holder | $2,087 | $4,493-53.6% | $5,420-61.5% | $5,403-61.4% |