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 | $43,602 | $158,817-72.5% | $121,196-64.0% | $135,375-67.8% |
| Participation rate | 95.5% | 79.3%+16.2pp | 71.7%+23.7pp | 82.6%+12.8pp |
| Annual return | -4.11% | -0.64%-3.5pp | 16.93%-21.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,155 | $5,665-62.0% | $4,022-46.4% | $4,779-54.9% |
| Participant deferral / active EE | $3,277 | $4,005-18.2% | $3,344-2.0% | $5,609-41.6% |
| Admin fee / account holder | $2,848 | $6,512-56.3% | $5,019-43.3% | $10,827-73.7% |