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 | $44,249 | $48,265-8.3% | $68,791-35.7% | $68,494-35.4% |
| Participation rate | 98.1% | 60.7%+37.4pp | 69.0%+29.1pp | 67.9%+30.2pp |
| Annual return | -15.26% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,621 | $1,829+43.3% | $2,655-1.3% | $2,596+1.0% |
| Participant deferral / active EE | $4,698 | $2,867+63.9% | $3,941+19.2% | $4,027+16.6% |
| Admin fee / account holder | $5,765 | $4,355+32.4% | $4,932+16.9% | $5,403+6.7% |