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 | $59,843 | $73,004-18.0% | $90,749-34.1% | $68,494-12.6% |
| Participation rate | 96.4% | 70.8%+25.6pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -18.58% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,621 | $2,193-26.1% | $2,921-44.5% | $2,596-37.6% |
| Participant deferral / active EE | $5,409 | $3,627+49.1% | $4,564+18.5% | $4,027+34.3% |
| Admin fee / account holder | $1,006 | $5,896-82.9% | $8,445-88.1% | $5,403-81.4% |