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 | $39,046 | $110,094-64.5% | $151,611-74.2% | $68,494-43.0% |
| Participation rate | 95.8% | 84.0%+11.9pp | 87.5%+8.3pp | 67.9%+27.9pp |
| Annual return | -11.48% | -10.12%-1.4pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,549 | $4,471-65.4% | $6,166-74.9% | $2,596-40.4% |
| Participant deferral / active EE | $3,534 | $6,527-45.9% | $8,363-57.7% | $4,027-12.2% |
| Admin fee / account holder | $842 | $7,719-89.1% | $11,616-92.8% | $5,403-84.4% |