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 | $65,930 | $71,883-8.3% | $86,677-23.9% | $68,494-3.7% |
| Participation rate | 95.5% | 72.2%+23.2pp | 76.6%+18.9pp | 67.9%+27.6pp |
| Annual return | -12.55% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,719 | $2,173+25.2% | $2,836-4.1% | $2,596+4.7% |
| Participant deferral / active EE | $5,483 | $3,779+45.1% | $4,656+17.8% | $4,027+36.2% |
| Admin fee / account holder | $4,986 | $6,112-18.4% | $7,493-33.5% | $5,403-7.7% |