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 | $48,397 | $48,265+0.3% | $68,791-29.6% | $68,494-29.3% |
| Participation rate | 84.7% | 60.7%+24.0pp | 69.0%+15.7pp | 67.9%+16.8pp |
| Annual return | -15.58% | -12.71%-2.9pp | -6.38%-9.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,055 | $1,829-42.3% | $2,655-60.3% | $2,596-59.4% |
| Participant deferral / active EE | $3,885 | $2,867+35.5% | $3,941-1.4% | $4,027-3.5% |
| Admin fee / account holder | $977 | $4,355-77.6% | $4,932-80.2% | $5,403-81.9% |