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 | $56,432 | $64,707-12.8% | $112,228-49.7% | $68,494-17.6% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -16.23% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,652 | $2,746-39.8% | $3,635-54.5% | $2,596-36.4% |
| Participant deferral / active EE | $3,068 | $3,565-13.9% | $4,728-35.1% | $4,027-23.8% |
| Admin fee / account holder | $2,868 | $5,232-45.2% | $6,410-55.3% | $5,403-46.9% |