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 | $40,867 | $64,707-36.8% | $112,228-63.6% | $68,494-40.3% |
| Participation rate | 93.2% | 67.2%+26.0pp | 75.1%+18.1pp | 67.9%+25.3pp |
| Annual return | -16.03% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,292 | $2,746+19.9% | $3,635-9.4% | $2,596+26.8% |
| Participant deferral / active EE | $8,294 | $3,565+132.7% | $4,728+75.4% | $4,027+106.0% |
| Admin fee / account holder | $3,193 | $5,232-39.0% | $6,410-50.2% | $5,403-40.9% |