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 | $48,232 | $73,004-33.9% | $90,749-46.9% | $68,494-29.6% |
| Participation rate | 97.0% | 70.8%+26.1pp | 75.7%+21.3pp | 67.9%+29.1pp |
| Annual return | -14.58% | -13.81%-0.8pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,431 | $2,193+10.9% | $2,921-16.8% | $2,596-6.4% |
| Participant deferral / active EE | $5,494 | $3,627+51.5% | $4,564+20.4% | $4,027+36.4% |
| Admin fee / account holder | $2,090 | $5,896-64.6% | $8,445-75.3% | $5,403-61.3% |