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 | $57,022 | $64,707-11.9% | $112,228-49.2% | $68,494-16.7% |
| Participation rate | 72.9% | 67.2%+5.8pp | 75.1%-2.1pp | 67.9%+5.1pp |
| Annual return | -15.04% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,655 | $2,746-39.7% | $3,635-54.5% | $2,596-36.3% |
| Participant deferral / active EE | $3,614 | $3,565+1.4% | $4,728-23.6% | $4,027-10.3% |
| Admin fee / account holder | $12,506 | $5,232+139.0% | $6,410+95.1% | $5,403+131.5% |