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 | $60,797 | $64,707-6.0% | $112,228-45.8% | $68,494-11.2% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+26.0pp |
| Annual return | -16.63% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $967 | $2,746-64.8% | $3,635-73.4% | $2,596-62.8% |
| Participant deferral / active EE | $5,471 | $3,565+53.5% | $4,728+15.7% | $4,027+35.9% |
| Admin fee / account holder | $7,153 | $5,232+36.7% | $6,410+11.6% | $5,403+32.4% |