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 | $44,430 | $45,863-3.1% | $77,024-42.3% | $68,494-35.1% |
| Participation rate | 70.8% | 55.9%+14.9pp | 67.9%+2.9pp | 67.9%+2.9pp |
| Annual return | -13.96% | 1.72%-15.7pp | 42.32%-56.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,930 | $1,650+77.6% | $2,812+4.2% | $2,596+12.9% |
| Participant deferral / active EE | $5,121 | $2,962+72.9% | $4,426+15.7% | $4,027+27.2% |
| Admin fee / account holder | $2,065 | $3,041-32.1% | $5,425-61.9% | $5,403-61.8% |