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 | $42,797 | $46,674-8.3% | $117,472-63.6% | $68,494-37.5% |
| Participation rate | 74.4% | 56.8%+17.6pp | 70.6%+3.8pp | 67.9%+6.5pp |
| Annual return | -16.00% | -14.52%-1.5pp | 29.74%-45.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,193 | $1,505+45.8% | $4,176-47.5% | $2,596-15.5% |
| Participant deferral / active EE | $4,639 | $2,636+76.0% | $4,070+14.0% | $4,027+15.2% |
| Admin fee / account holder | $513 | $4,020-87.2% | $5,645-90.9% | $5,403-90.5% |