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 | $54,466 | $64,707-15.8% | $112,228-51.5% | $68,494-20.5% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -17.87% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,828 | $2,746-33.4% | $3,635-49.7% | $2,596-29.6% |
| Participant deferral / active EE | $6,361 | $3,565+78.4% | $4,728+34.5% | $4,027+57.9% |
| Admin fee / account holder | $2,316 | $5,232-55.7% | $6,410-63.9% | $5,403-57.1% |