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 | $44,041 | $110,094-60.0% | $151,611-71.0% | $68,494-35.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -17.46% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,795 | $4,471-59.8% | $6,166-70.9% | $2,596-30.9% |
| Participant deferral / active EE | $4,739 | $6,527-27.4% | $8,363-43.3% | $4,027+17.7% |
| Admin fee / account holder | $3,976 | $7,719-48.5% | $11,616-65.8% | $5,403-26.4% |