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 | $70,651 | $71,883-1.7% | $86,677-18.5% | $68,494+3.1% |
| Participation rate | 84.1% | 72.2%+11.9pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -15.67% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $865 | $2,173-60.2% | $2,836-69.5% | $2,596-66.7% |
| Participant deferral / active EE | $4,298 | $3,779+13.7% | $4,656-7.7% | $4,027+6.7% |
| Admin fee / account holder | $1,237 | $6,112-79.8% | $7,493-83.5% | $5,403-77.1% |