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 | $45,223 | $73,867-38.8% | $143,757-68.5% | $68,494-34.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.6pp | 67.9%+24.1pp |
| Annual return | -16.00% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,076 | $3,184+122.2% | $4,951+42.9% | $2,596+172.6% |
| Participant deferral / active EE | $3,944 | $3,384+16.5% | $5,637-30.0% | $4,027-2.1% |
| Admin fee / account holder | $3,181 | $5,755-44.7% | $14,673-78.3% | $5,403-41.1% |