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 | $67,743 | $71,883-5.8% | $86,677-21.8% | $68,494-1.1% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -16.57% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,756 | $2,173-19.2% | $2,836-38.1% | $2,596-32.4% |
| Participant deferral / active EE | $7,025 | $3,779+85.9% | $4,656+50.9% | $4,027+74.4% |
| Admin fee / account holder | $1,892 | $6,112-69.1% | $7,493-74.8% | $5,403-65.0% |