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 | $44,185 | $48,265-8.5% | $68,791-35.8% | $68,494-35.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.46% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,900 | $1,829+3.9% | $2,655-28.4% | $2,596-26.8% |
| Participant deferral / active EE | $5,024 | $2,867+75.2% | $3,941+27.5% | $4,027+24.7% |
| Admin fee / account holder | $1,999 | $4,355-54.1% | $4,932-59.5% | $5,403-63.0% |