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 | $45,202 | $48,265-6.3% | $68,791-34.3% | $68,494-34.0% |
| Participation rate | 82.4% | 60.7%+21.7pp | 69.0%+13.3pp | 67.9%+14.5pp |
| Annual return | -18.96% | -12.71%-6.3pp | -6.38%-12.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,056 | $1,829+67.1% | $2,655+15.1% | $2,596+17.7% |
| Participant deferral / active EE | $3,748 | $2,867+30.7% | $3,941-4.9% | $4,027-6.9% |
| Admin fee / account holder | $2,545 | $4,355-41.6% | $4,932-48.4% | $5,403-52.9% |