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 | $41,674 | $76,912-45.8% | $129,110-67.7% | $68,494-39.2% |
| Participation rate | 98.6% | 69.1%+29.5pp | 77.3%+21.4pp | 67.9%+30.7pp |
| Annual return | -17.94% | -9.78%-8.2pp | -10.94%-7.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,787 | $3,243-14.1% | $5,052-44.8% | $2,596+7.3% |
| Participant deferral / active EE | $4,957 | $4,732+4.7% | $6,542-24.2% | $4,027+23.1% |
| Admin fee / account holder | $7,083 | $6,638+6.7% | $14,302-50.5% | $5,403+31.1% |