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 | $50,216 | $53,806-6.7% | $61,491-18.3% | $68,494-26.7% |
| Participation rate | 87.5% | 72.5%+15.0pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -17.41% | -15.68%-1.7pp | -12.98%-4.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,823 | $3,218+49.9% | $4,246+13.6% | $2,596+85.8% |
| Participant deferral / active EE | $7,031 | $3,678+91.2% | $5,188+35.5% | $4,027+74.6% |
| Admin fee / account holder | $5,641 | $5,999-6.0% | $4,312+30.8% | $5,403+4.4% |