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 | $43,956 | $110,094-60.1% | $151,611-71.0% | $68,494-35.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.08% | -10.12%-5.0pp | 3.33%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,461 | $4,471-45.0% | $6,166-60.1% | $2,596-5.2% |
| Participant deferral / active EE | $4,840 | $6,527-25.9% | $8,363-42.1% | $4,027+20.2% |
| Admin fee / account holder | $1,807 | $7,719-76.6% | $11,616-84.4% | $5,403-66.6% |