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 | $28,435 | $48,265-41.1% | $68,791-58.7% | $68,494-58.5% |
| Participation rate | 97.2% | 60.7%+36.5pp | 69.0%+28.2pp | 67.9%+29.3pp |
| Annual return | -13.92% | -12.71%-1.2pp | -6.38%-7.5pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,247 | $1,829+22.9% | $2,655-15.4% | $2,596-13.5% |
| Participant deferral / active EE | $4,112 | $2,867+43.4% | $3,941+4.3% | $4,027+2.1% |
| Admin fee / account holder | $4,351 | $4,355-0.1% | $4,932-11.8% | $5,403-19.5% |