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 | $60,858 | $81,900-25.7% | $119,609-49.1% | $68,494-11.1% |
| Participation rate | 95.4% | 71.9%+23.5pp | 79.3%+16.1pp | 67.9%+27.5pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,513 | $2,693-6.7% | $4,232-40.6% | $2,596-3.2% |
| Participant deferral / active EE | $5,592 | $4,148+34.8% | $5,602-0.2% | $4,027+38.9% |
| Admin fee / account holder | $6,276 | $6,582-4.6% | $10,323-39.2% | $5,403+16.2% |