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 | $58,547 | $72,177-18.9% | $115,037-49.1% | $59,632-1.8% |
| Participation rate | 79.3% | 72.6%+6.8pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | -0.39% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,983 | $2,841+5.0% | $4,608-35.3% | $2,203+35.4% |
| Participant deferral / active EE | $6,212 | $4,783+29.9% | $6,026+3.1% | $3,192+94.6% |
| Admin fee / account holder | $11,892 | $4,927+141.4% | $8,175+45.5% | $4,297+176.8% |