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 | $59,799 | $64,707-7.6% | $112,228-46.7% | $68,494-12.7% |
| Participation rate | 76.2% | 67.2%+9.0pp | 75.1%+1.1pp | 67.9%+8.3pp |
| Annual return | -11.31% | -11.40%+0.1pp | 27.45%-38.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $925 | $2,746-66.3% | $3,635-74.6% | $2,596-64.4% |
| Participant deferral / active EE | $2,421 | $3,565-32.1% | $4,728-48.8% | $4,027-39.9% |
| Admin fee / account holder | $965 | $5,232-81.6% | $6,410-84.9% | $5,403-82.1% |