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 | $46,693 | $73,004-36.0% | $90,749-48.5% | $68,494-31.8% |
| Participation rate | 94.9% | 70.8%+24.1pp | 75.7%+19.2pp | 67.9%+27.0pp |
| Annual return | -17.27% | -13.81%-3.5pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,868 | $2,193+30.8% | $2,921-1.8% | $2,596+10.5% |
| Participant deferral / active EE | $4,766 | $3,627+31.4% | $4,564+4.4% | $4,027+18.4% |
| Admin fee / account holder | $5,678 | $5,896-3.7% | $8,445-32.8% | $5,403+5.1% |