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 | $65,217 | $71,883-9.3% | $86,677-24.8% | $68,494-4.8% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -17.14% | 3.52%-20.7pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $863 | $2,173-60.3% | $2,836-69.6% | $2,596-66.8% |
| Participant deferral / active EE | $3,683 | $3,779-2.5% | $4,656-20.9% | $4,027-8.5% |
| Admin fee / account holder | $2,387 | $6,112-60.9% | $7,493-68.1% | $5,403-55.8% |