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 | $68,126 | $110,094-38.1% | $151,611-55.1% | $68,494-0.5% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -17.01% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,015 | $4,471-54.9% | $6,166-67.3% | $2,596-22.4% |
| Participant deferral / active EE | $4,803 | $6,527-26.4% | $8,363-42.6% | $4,027+19.3% |
| Admin fee / account holder | $3,123 | $7,719-59.5% | $11,616-73.1% | $5,403-42.2% |