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 | $70,661 | $71,883-1.7% | $86,677-18.5% | $68,494+3.2% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.2pp | 67.9%+27.9pp |
| Annual return | -16.21% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,697 | $2,173-21.9% | $2,836-40.2% | $2,596-34.6% |
| Participant deferral / active EE | $6,081 | $3,779+60.9% | $4,656+30.6% | $4,027+51.0% |
| Admin fee / account holder | $2,095 | $6,112-65.7% | $7,493-72.0% | $5,403-61.2% |