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 | $43,014 | $48,265-10.9% | $68,791-37.5% | $68,494-37.2% |
| Participation rate | 96.4% | 60.7%+35.8pp | 69.0%+27.4pp | 67.9%+28.5pp |
| Annual return | -17.93% | -12.71%-5.2pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,914 | $1,829+4.7% | $2,655-27.9% | $2,596-26.3% |
| Participant deferral / active EE | $3,564 | $2,867+24.3% | $3,941-9.6% | $4,027-11.5% |
| Admin fee / account holder | $1,862 | $4,355-57.2% | $4,932-62.2% | $5,403-65.5% |