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 | $48,477 | $54,350-10.8% | $82,719-41.4% | $68,494-29.2% |
| Participation rate | 75.8% | 63.9%+11.8pp | 72.6%+3.2pp | 67.9%+7.9pp |
| Annual return | -17.43% | -13.67%-3.8pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,945 | $2,218-12.3% | $3,009-35.3% | $2,596-25.1% |
| Participant deferral / active EE | $3,606 | $3,246+11.1% | $4,395-17.9% | $4,027-10.5% |
| Admin fee / account holder | $3,355 | $4,395-23.7% | $5,329-37.0% | $5,403-37.9% |