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 | $59,276 | $64,707-8.4% | $112,228-47.2% | $68,494-13.5% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -15.63% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,249 | $2,746+18.3% | $3,635-10.6% | $2,596+25.1% |
| Participant deferral / active EE | $5,384 | $3,565+51.0% | $4,728+13.9% | $4,027+33.7% |
| Admin fee / account holder | $10,832 | $5,232+107.0% | $6,410+69.0% | $5,403+100.5% |