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 | $64,833 | $67,411-3.8% | $91,001-28.8% | $70,131-7.6% |
| Participation rate | 84.5% | 71.4%+13.1pp | 75.6%+8.9pp | 69.5%+15.0pp |
| Annual return | 20.50% | -40.16%+60.7pp | 4.60%+15.9pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,307 | $1,786-26.8% | $2,456-46.8% | $2,342-44.2% |
| Participant deferral / active EE | $2,329 | $2,823-17.5% | $3,547-34.3% | $3,332-30.1% |
| Admin fee / account holder | $2,057 | $4,236-51.4% | $5,417-62.0% | $4,645-55.7% |