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 4-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 | $44,024 | $81,900-46.2% | $119,609-63.2% | $68,494-35.7% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -16.81% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,607 | $2,693-40.3% | $4,232-62.0% | $2,596-38.1% |
| Participant deferral / active EE | $3,750 | $4,148-9.6% | $5,602-33.1% | $4,027-6.9% |
| Admin fee / account holder | $1,103 | $6,582-83.2% | $10,323-89.3% | $5,403-79.6% |