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 | $44,287 | $82,664-46.4% | $125,339-64.7% | $68,494-35.3% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,498 | $3,381-55.7% | $4,814-68.9% | $2,596-42.3% |
| Participant deferral / active EE | $3,714 | $6,110-39.2% | $7,446-50.1% | $4,027-7.8% |
| Admin fee / account holder | $1,590 | $6,275-74.7% | $10,010-84.1% | $5,403-70.6% |