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 | $67,127 | $71,883-6.6% | $86,677-22.6% | $68,494-2.0% |
| Participation rate | 97.5% | 72.2%+25.3pp | 76.6%+20.9pp | 67.9%+29.6pp |
| Annual return | -13.27% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,968 | $2,173-9.4% | $2,836-30.6% | $2,596-24.2% |
| Participant deferral / active EE | $6,071 | $3,779+60.7% | $4,656+30.4% | $4,027+50.7% |
| Admin fee / account holder | $6,718 | $6,112+9.9% | $7,493-10.3% | $5,403+24.3% |