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 | $56,960 | $64,707-12.0% | $112,228-49.2% | $68,494-16.8% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -16.38% | -11.40%-5.0pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,758 | $2,746+0.4% | $3,635-24.1% | $2,596+6.2% |
| Participant deferral / active EE | $4,723 | $3,565+32.5% | $4,728-0.1% | $4,027+17.3% |
| Admin fee / account holder | $1,292 | $5,232-75.3% | $6,410-79.8% | $5,403-76.1% |