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 | $68,604 | $64,707+6.0% | $112,228-38.9% | $68,494+0.2% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -16.55% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $735 | $2,746-73.2% | $3,635-79.8% | $2,596-71.7% |
| Participant deferral / active EE | $8,927 | $3,565+150.4% | $4,728+88.8% | $4,027+121.7% |
| Admin fee / account holder | $2,030 | $5,232-61.2% | $6,410-68.3% | $5,403-62.4% |