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 | $68,301 | $71,883-5.0% | $86,677-21.2% | $68,494-0.3% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -15.13% | 3.52%-18.7pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,756 | $2,173+72.8% | $2,836+32.4% | $2,596+44.7% |
| Participant deferral / active EE | $4,153 | $3,779+9.9% | $4,656-10.8% | $4,027+3.1% |
| Admin fee / account holder | $3,845 | $6,112-37.1% | $7,493-48.7% | $5,403-28.8% |