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 | $60,196 | $73,004-17.5% | $90,749-33.7% | $68,494-12.1% |
| Participation rate | 77.2% | 70.8%+6.4pp | 75.7%+1.5pp | 67.9%+9.3pp |
| Annual return | -16.63% | -13.81%-2.8pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,819 | $2,193+28.5% | $2,921-3.5% | $2,596+8.6% |
| Participant deferral / active EE | $4,671 | $3,627+28.8% | $4,564+2.3% | $4,027+16.0% |
| Admin fee / account holder | $10,907 | $5,896+85.0% | $8,445+29.2% | $5,403+101.9% |