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 | $59,646 | $73,004-18.3% | $90,749-34.3% | $68,494-12.9% |
| Participation rate | 91.2% | 70.8%+20.4pp | 75.7%+15.5pp | 67.9%+23.3pp |
| Annual return | -13.78% | -13.81%0pp | -12.16%-1.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,187 | $2,193+136.5% | $2,921+77.6% | $2,596+99.8% |
| Participant deferral / active EE | $2,448 | $3,627-32.5% | $4,564-46.4% | $4,027-39.2% |
| Admin fee / account holder | $1,398 | $5,896-76.3% | $8,445-83.4% | $5,403-74.1% |