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 | $43,439 | $73,004-40.5% | $90,749-52.1% | $68,494-36.6% |
| Participation rate | 96.6% | 70.8%+25.7pp | 75.7%+20.9pp | 67.9%+28.7pp |
| Annual return | -17.21% | -13.81%-3.4pp | -12.16%-5.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,640 | $2,193+66.0% | $2,921+24.6% | $2,596+40.2% |
| Participant deferral / active EE | $7,391 | $3,627+103.8% | $4,564+61.9% | $4,027+83.5% |
| Admin fee / account holder | $2,648 | $5,896-55.1% | $8,445-68.6% | $5,403-51.0% |