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 | $56,814 | $59,805-5.0% | $79,550-28.6% | $68,494-17.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.76% | -12.30%-4.5pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,092 | $1,505+105.4% | $2,413+28.1% | $2,596+19.1% |
| Participant deferral / active EE | $4,995 | $3,024+65.2% | $3,985+25.3% | $4,027+24.0% |
| Admin fee / account holder | $6,191 | $4,835+28.0% | $6,832-9.4% | $5,403+14.6% |