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 | $54,646 | $81,900-33.3% | $119,609-54.3% | $68,494-20.2% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -11.70% | -23.82%+12.1pp | -14.97%+3.3pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,071 | $2,693-60.2% | $4,232-74.7% | $2,596-58.7% |
| Participant deferral / active EE | $4,697 | $4,148+13.2% | $5,602-16.2% | $4,027+16.6% |
| Admin fee / account holder | $23,870 | $6,582+262.7% | $10,323+131.2% | $5,403+341.8% |