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 | $60,655 | $64,707-6.3% | $112,228-46.0% | $68,494-11.4% |
| Participation rate | 79.7% | 67.2%+12.6pp | 75.1%+4.7pp | 67.9%+11.8pp |
| Annual return | -14.57% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,001 | $2,746+9.3% | $3,635-17.4% | $2,596+15.6% |
| Participant deferral / active EE | $4,198 | $3,565+17.8% | $4,728-11.2% | $4,027+4.2% |
| Admin fee / account holder | $1,313 | $5,232-74.9% | $6,410-79.5% | $5,403-75.7% |