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 | $65,587 | $73,867-11.2% | $143,757-54.4% | $68,494-4.2% |
| Participation rate | 89.2% | 66.7%+22.5pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -16.60% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,198 | $3,184-31.0% | $4,951-55.6% | $2,596-15.4% |
| Participant deferral / active EE | $5,620 | $3,384+66.1% | $5,637-0.3% | $4,027+39.5% |
| Admin fee / account holder | $1,602 | $5,755-72.2% | $14,673-89.1% | $5,403-70.4% |