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 | $41,380 | $158,817-73.9% | $121,196-65.9% | $135,375-69.4% |
| Participation rate | 92.9% | 79.3%+13.6pp | 71.7%+21.1pp | 82.6%+10.2pp |
| Annual return | -8.31% | -0.64%-7.7pp | 16.93%-25.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,488 | $5,665-56.1% | $4,022-38.1% | $4,779-47.9% |
| Participant deferral / active EE | $3,284 | $4,005-18.0% | $3,344-1.8% | $5,609-41.5% |
| Admin fee / account holder | $5,779 | $6,512-11.3% | $5,019+15.1% | $10,827-46.6% |