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 | $59,032 | $71,883-17.9% | $86,677-31.9% | $68,494-13.8% |
| Participation rate | 84.4% | 72.2%+12.2pp | 76.6%+7.8pp | 67.9%+16.5pp |
| Annual return | -15.30% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,483 | $2,173+14.3% | $2,836-12.5% | $2,596-4.4% |
| Participant deferral / active EE | $5,521 | $3,779+46.1% | $4,656+18.6% | $4,027+37.1% |
| Admin fee / account holder | $3,783 | $6,112-38.1% | $7,493-49.5% | $5,403-30.0% |