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 | $61,840 | $73,004-15.3% | $90,749-31.9% | $68,494-9.7% |
| Participation rate | 91.5% | 70.8%+20.7pp | 75.7%+15.8pp | 67.9%+23.6pp |
| Annual return | -15.57% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,955 | $2,193-10.8% | $2,921-33.1% | $2,596-24.7% |
| Participant deferral / active EE | $4,105 | $3,627+13.2% | $4,564-10.1% | $4,027+1.9% |
| Admin fee / account holder | $1,134 | $5,896-80.8% | $8,445-86.6% | $5,403-79.0% |