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 | $42,449 | $45,863-7.4% | $77,024-44.9% | $68,494-38.0% |
| Participation rate | 97.9% | 55.9%+42.0pp | 67.9%+30.0pp | 67.9%+30.0pp |
| Annual return | -14.30% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,839 | $1,650+11.5% | $2,812-34.6% | $2,596-29.2% |
| Participant deferral / active EE | $3,655 | $2,962+23.4% | $4,426-17.4% | $4,027-9.2% |
| Admin fee / account holder | $5,095 | $3,041+67.6% | $5,425-6.1% | $5,403-5.7% |