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 | $65,136 | $71,883-9.4% | $86,677-24.9% | $68,494-4.9% |
| Participation rate | 94.7% | 72.2%+22.4pp | 76.6%+18.1pp | 67.9%+26.8pp |
| Annual return | -13.31% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,203 | $2,173-44.6% | $2,836-57.6% | $2,596-53.7% |
| Participant deferral / active EE | $3,576 | $3,779-5.4% | $4,656-23.2% | $4,027-11.2% |
| Admin fee / account holder | $9,208 | $6,112+50.7% | $7,493+22.9% | $5,403+70.4% |