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 | $40,770 | $48,265-15.5% | $68,791-40.7% | $68,494-40.5% |
| Participation rate | 92.1% | 60.7%+31.4pp | 69.0%+23.1pp | 67.9%+24.2pp |
| Annual return | -16.07% | -12.71%-3.4pp | -6.38%-9.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,312 | $1,829+190.5% | $2,655+100.1% | $2,596+104.6% |
| Participant deferral / active EE | $1,139 | $2,867-60.3% | $3,941-71.1% | $4,027-71.7% |
| Admin fee / account holder | $4,821 | $4,355+10.7% | $4,932-2.3% | $5,403-10.8% |