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 | $56,550 | $59,805-5.4% | $79,550-28.9% | $68,494-17.4% |
| Participation rate | 92.5% | 61.1%+31.4pp | 69.5%+23.0pp | 67.9%+24.6pp |
| Annual return | -14.04% | -12.30%-1.7pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,739 | $1,505+82.0% | $2,413+13.5% | $2,596+5.5% |
| Participant deferral / active EE | $4,258 | $3,024+40.8% | $3,985+6.8% | $4,027+5.7% |
| Admin fee / account holder | $1,976 | $4,835-59.1% | $6,832-71.1% | $5,403-63.4% |