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 | $35,258 | $48,265-27.0% | $68,791-48.7% | $68,494-48.5% |
| Participation rate | 82.2% | 60.7%+21.5pp | 69.0%+13.2pp | 67.9%+14.3pp |
| Annual return | -14.65% | -12.71%-1.9pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,303 | $1,829-28.8% | $2,655-50.9% | $2,596-49.8% |
| Participant deferral / active EE | $3,306 | $2,867+15.3% | $3,941-16.1% | $4,027-17.9% |
| Admin fee / account holder | $5,125 | $4,355+17.7% | $4,932+3.9% | $5,403-5.1% |