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 | $66,972 | $71,883-6.8% | $86,677-22.7% | $68,494-2.2% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -16.08% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,537 | $2,173+62.8% | $2,836+24.7% | $2,596+36.2% |
| Participant deferral / active EE | $9,231 | $3,779+144.3% | $4,656+98.3% | $4,027+129.2% |
| Admin fee / account holder | $427 | $6,112-93.0% | $7,493-94.3% | $5,403-92.1% |