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 | $61,214 | $64,707-5.4% | $112,228-45.5% | $68,494-10.6% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -14.17% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,409 | $2,746-12.3% | $3,635-33.7% | $2,596-7.2% |
| Participant deferral / active EE | $3,899 | $3,565+9.4% | $4,728-17.5% | $4,027-3.2% |
| Admin fee / account holder | $3,146 | $5,232-39.9% | $6,410-50.9% | $5,403-41.8% |