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 | $44,889 | $48,265-7.0% | $68,791-34.7% | $68,494-34.5% |
| Participation rate | 91.6% | 60.7%+30.9pp | 69.0%+22.6pp | 67.9%+23.7pp |
| Annual return | -15.92% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,514 | $2,867+57.5% | $3,941+14.5% | $4,027+12.1% |
| Admin fee / account holder | $4,639 | $4,355+6.5% | $4,932-5.9% | $5,403-14.1% |