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 | $47,179 | $48,265-2.3% | $68,791-31.4% | $68,494-31.1% |
| Participation rate | 87.9% | 60.7%+27.2pp | 69.0%+18.9pp | 67.9%+20.0pp |
| Annual return | -15.75% | -12.71%-3.0pp | -6.38%-9.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,269 | $1,829+78.8% | $2,655+23.1% | $2,596+25.9% |
| Participant deferral / active EE | $6,207 | $2,867+116.5% | $3,941+57.5% | $4,027+54.1% |
| Admin fee / account holder | $497 | $4,355-88.6% | $4,932-89.9% | $5,403-90.8% |