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 | $59,614 | $64,707-7.9% | $112,228-46.9% | $68,494-13.0% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -18.59% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,060 | $2,746-25.0% | $3,635-43.3% | $2,596-20.7% |
| Participant deferral / active EE | $2,586 | $3,565-27.5% | $4,728-45.3% | $4,027-35.8% |
| Admin fee / account holder | $3,450 | $5,232-34.1% | $6,410-46.2% | $5,403-36.1% |