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 | $55,551 | $56,357-1.4% | $104,294-46.7% | $68,494-18.9% |
| Participation rate | 80.6% | 63.3%+17.3pp | 73.3%+7.3pp | 67.9%+12.7pp |
| Annual return | -18.33% | -9.19%-9.1pp | 24.61%-42.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,298 | $1,960+17.2% | $3,372-31.8% | $2,596-11.5% |
| Participant deferral / active EE | $3,242 | $3,077+5.4% | $4,625-29.9% | $4,027-19.5% |
| Admin fee / account holder | $1,762 | $4,903-64.0% | $7,339-76.0% | $5,403-67.4% |