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 | $48,077 | $48,265-0.4% | $68,791-30.1% | $68,494-29.8% |
| Participation rate | 81.4% | 60.7%+20.7pp | 69.0%+12.4pp | 67.9%+13.5pp |
| Annual return | -18.01% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,392 | $1,829+30.8% | $2,655-9.9% | $2,596-7.9% |
| Participant deferral / active EE | $4,452 | $2,867+55.3% | $3,941+13.0% | $4,027+10.6% |
| Admin fee / account holder | $1,822 | $4,355-58.2% | $4,932-63.1% | $5,403-66.3% |