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 | $66,451 | $71,883-7.6% | $86,677-23.3% | $68,494-3.0% |
| Participation rate | 93.2% | 72.2%+20.9pp | 76.6%+16.6pp | 67.9%+25.3pp |
| Annual return | -14.92% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,942 | $2,173-10.6% | $2,836-31.5% | $2,596-25.2% |
| Participant deferral / active EE | $4,600 | $3,779+21.7% | $4,656-1.2% | $4,027+14.2% |
| Admin fee / account holder | $9,014 | $6,112+47.5% | $7,493+20.3% | $5,403+66.8% |