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 | $59,522 | $81,900-27.3% | $119,609-50.2% | $68,494-13.1% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -17.37% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,325 | $2,693-13.7% | $4,232-45.1% | $2,596-10.4% |
| Participant deferral / active EE | $7,838 | $4,148+89.0% | $5,602+39.9% | $4,027+94.6% |
| Admin fee / account holder | $522 | $6,582-92.1% | $10,323-94.9% | $5,403-90.3% |