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 | $57,662 | $71,883-19.8% | $86,677-33.5% | $68,494-15.8% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -17.50% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,540 | $2,173+62.9% | $2,836+24.8% | $2,596+36.3% |
| Participant deferral / active EE | $9,673 | $3,779+156.0% | $4,656+107.8% | $4,027+140.2% |
| Admin fee / account holder | $1,527 | $6,112-75.0% | $7,493-79.6% | $5,403-71.7% |