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 | $64,996 | $71,883-9.6% | $86,677-25.0% | $68,494-5.1% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -13.68% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,782 | $2,173-18.0% | $2,836-37.2% | $2,596-31.4% |
| Participant deferral / active EE | $3,923 | $3,779+3.8% | $4,656-15.7% | $4,027-2.6% |
| Admin fee / account holder | $3,682 | $6,112-39.8% | $7,493-50.9% | $5,403-31.9% |