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 | $63,615 | $95,862-33.6% | $79,550-20.0% | $134,475-52.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -17.76% | -2.69%-15.1pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,189 | $3,128+1.9% | $2,413+32.1% | $4,740-32.7% |
| Participant deferral / active EE | $4,659 | $4,693-0.7% | $3,985+16.9% | $6,400-27.2% |
| Admin fee / account holder | $8,807 | $9,126-3.5% | $6,832+28.9% | $11,426-22.9% |