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 | $62,055 | $64,707-4.1% | $112,228-44.7% | $68,494-9.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.72% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,488 | $2,746-45.8% | $3,635-59.1% | $2,596-42.7% |
| Participant deferral / active EE | $1,917 | $3,565-46.2% | $4,728-59.5% | $4,027-52.4% |
| Admin fee / account holder | $1,523 | $5,232-70.9% | $6,410-76.2% | $5,403-71.8% |