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 | $57,929 | $63,442-8.7% | $68,791-15.8% | $66,914-13.4% |
| Participation rate | 97.1% | 60.0%+37.1pp | 69.0%+28.0pp | 69.8%+27.3pp |
| Annual return | -14.85% | -8.29%-6.6pp | -6.38%-8.5pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,931 | $1,775+121.5% | $2,655+48.0% | $2,544+54.5% |
| Participant deferral / active EE | $7,481 | $2,945+154.1% | $3,941+89.8% | $4,237+76.6% |
| Admin fee / account holder | $2,297 | $577+297.9% | $4,932-53.4% | $593+287.3% |