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 | $54,494 | $75,828-28.1% | $147,614-63.1% | $59,632-8.6% |
| Participation rate | 86.1% | 71.6%+14.5pp | 84.6%+1.5pp | 68.7%+17.4pp |
| Annual return | -0.04% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,565 | $3,485-55.1% | $5,564-71.9% | $2,203-28.9% |
| Participant deferral / active EE | $2,503 | $3,130-20.0% | $4,895-48.9% | $3,192-21.6% |
| Admin fee / account holder | $1,851 | $5,985-69.1% | $11,611-84.1% | $4,297-56.9% |