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 | $61,371 | $64,707-5.2% | $112,228-45.3% | $68,494-10.4% |
| Participation rate | 86.8% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+19.0pp |
| Annual return | -17.05% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,304 | $2,746-16.1% | $3,635-36.6% | $2,596-11.3% |
| Participant deferral / active EE | $3,744 | $3,565+5.0% | $4,728-20.8% | $4,027-7.0% |
| Admin fee / account holder | $621 | $5,232-88.1% | $6,410-90.3% | $5,403-88.5% |