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 | $44,687 | $71,883-37.8% | $86,677-48.4% | $68,494-34.8% |
| Participation rate | 87.3% | 72.2%+15.0pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -17.51% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,125 | $2,173+89.9% | $2,836+45.4% | $2,596+58.9% |
| Participant deferral / active EE | $8,827 | $3,779+133.6% | $4,656+89.6% | $4,027+119.2% |
| Admin fee / account holder | $15,440 | $6,112+152.6% | $7,493+106.0% | $5,403+185.8% |