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 | $69,420 | $71,883-3.4% | $86,677-19.9% | $68,494+1.4% |
| Participation rate | 87.3% | 72.2%+15.1pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -13.09% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,105 | $2,173-3.1% | $2,836-25.8% | $2,596-18.9% |
| Participant deferral / active EE | $5,856 | $3,779+55.0% | $4,656+25.8% | $4,027+45.4% |
| Admin fee / account holder | $17,151 | $6,112+180.6% | $7,493+128.9% | $5,403+217.4% |