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 | $72,880 | $71,883+1.4% | $86,677-15.9% | $68,494+6.4% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -15.59% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $587 | $2,173-73.0% | $2,836-79.3% | $2,596-77.4% |
| Participant deferral / active EE | $6,791 | $3,779+79.7% | $4,656+45.9% | $4,027+68.6% |
| Admin fee / account holder | $1,369 | $6,112-77.6% | $7,493-81.7% | $5,403-74.7% |