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 | $67,573 | $42,894+57.5% | $60,874+11.0% | $68,494-1.3% |
| Participation rate | 97.0% | 66.8%+30.2pp | 73.1%+23.9pp | 67.9%+29.1pp |
| Annual return | -13.36% | -13.98%+0.6pp | 16.90%-30.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,107 | $1,978-44.0% | $2,701-59.0% | $2,596-57.3% |
| Participant deferral / active EE | $2,199 | $2,867-23.3% | $3,817-42.4% | $4,027-45.4% |
| Admin fee / account holder | $4,069 | $3,101+31.2% | $3,224+26.2% | $5,403-24.7% |