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 | $58,249 | $64,707-10.0% | $112,228-48.1% | $68,494-15.0% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -15.07% | -11.40%-3.7pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,144 | $2,746-21.9% | $3,635-41.0% | $2,596-17.4% |
| Participant deferral / active EE | $8,367 | $3,565+134.7% | $4,728+77.0% | $4,027+107.8% |
| Admin fee / account holder | $2,607 | $5,232-50.2% | $6,410-59.3% | $5,403-51.7% |