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 | $62,365 | $64,707-3.6% | $112,228-44.4% | $68,494-8.9% |
| Participation rate | 94.8% | 67.2%+27.7pp | 75.1%+19.7pp | 67.9%+26.9pp |
| Annual return | -18.23% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,676 | $2,746-2.5% | $3,635-26.4% | $2,596+3.1% |
| Participant deferral / active EE | $5,412 | $3,565+51.8% | $4,728+14.5% | $4,027+34.4% |
| Admin fee / account holder | $6,074 | $5,232+16.1% | $6,410-5.2% | $5,403+12.4% |