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 | $51,000 | $73,004-30.1% | $90,749-43.8% | $68,494-25.5% |
| Participation rate | 94.1% | 70.8%+23.3pp | 75.7%+18.4pp | 67.9%+26.2pp |
| Annual return | -15.06% | -13.81%-1.2pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,332 | $2,193+6.4% | $2,921-20.1% | $2,596-10.2% |
| Participant deferral / active EE | $2,541 | $3,627-29.9% | $4,564-44.3% | $4,027-36.9% |
| Admin fee / account holder | $2,183 | $5,896-63.0% | $8,445-74.2% | $5,403-59.6% |