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 | $50,111 | $53,162-5.7% | $91,220-45.1% | $68,494-26.8% |
| Participation rate | 81.8% | 63.2%+18.6pp | 73.2%+8.6pp | 67.9%+13.9pp |
| Annual return | -15.06% | -3.14%-11.9pp | 114.01%-129.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,989 | $1,709+16.4% | $2,850-30.2% | $2,596-23.4% |
| Participant deferral / active EE | $3,368 | $2,974+13.3% | $4,234-20.5% | $4,027-16.4% |
| Admin fee / account holder | $3,836 | $4,493-14.6% | $5,420-29.2% | $5,403-29.0% |