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 | $49,635 | $56,484-12.1% | $169,463-70.7% | $64,186-22.7% |
| Participation rate | 98.0% | 64.5%+33.4pp | 77.8%+20.2pp | 69.6%+28.4pp |
| Annual return | -7.74% | -1.55%-6.2pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,232 | $1,832-32.8% | $4,159-70.4% | $2,381-48.2% |
| Participant deferral / active EE | $3,840 | $3,448+11.4% | $5,277-27.2% | $3,470+10.7% |
| Admin fee / account holder | $5,163 | $4,174+23.7% | $9,109-43.3% | $4,888+5.6% |