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 | $46,395 | $59,805-22.4% | $79,550-41.7% | $68,494-32.3% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -19.17% | -12.30%-6.9pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,861 | $1,505+223.0% | $2,413+101.4% | $2,596+87.2% |
| Participant deferral / active EE | $1,797 | $3,024-40.6% | $3,985-54.9% | $4,027-55.4% |
| Admin fee / account holder | $3,336 | $4,835-31.0% | $6,832-51.2% | $5,403-38.3% |