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 | $56,074 | $64,707-13.3% | $112,228-50.0% | $68,494-18.1% |
| Participation rate | 94.7% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.8pp |
| Annual return | -13.78% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,240 | $2,746-54.9% | $3,635-65.9% | $2,596-52.3% |
| Participant deferral / active EE | $4,261 | $3,565+19.5% | $4,728-9.9% | $4,027+5.8% |
| Admin fee / account holder | $1,176 | $5,232-77.5% | $6,410-81.7% | $5,403-78.2% |