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 8-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 | $43,203 | $46,674-7.4% | $117,472-63.2% | $68,494-36.9% |
| Participation rate | 75.0% | 56.8%+18.2pp | 70.6%+4.4pp | 67.9%+7.1pp |
| Annual return | -12.59% | -14.52%+1.9pp | 29.74%-42.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,375 | $1,505+57.9% | $4,176-43.1% | $2,596-8.5% |
| Participant deferral / active EE | $5,434 | $2,636+106.1% | $4,070+33.5% | $4,027+34.9% |
| Admin fee / account holder | $2,708 | $4,020-32.6% | $5,645-52.0% | $5,403-49.9% |