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 | $56,111 | $59,332-5.4% | $90,223-37.8% | $59,632-5.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -0.93% | 3.25%-4.2pp | 1.31%-2.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,291 | $3,031-24.4% | $4,378-47.7% | $2,203+4.0% |
| Participant deferral / active EE | $2,287 | $4,369-47.6% | $5,792-60.5% | $3,192-28.3% |
| Admin fee / account holder | $7,610 | $5,032+51.2% | $7,406+2.8% | $4,297+77.1% |