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 | $72,978 | $72,404+0.8% | $110,238-33.8% | $64,186+13.7% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | -1.59% | -6.29%+4.7pp | 314.74%-316.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $686 | $2,282-70.0% | $3,826-82.1% | $2,381-71.2% |
| Participant deferral / active EE | $7,070 | $3,469+103.8% | $4,672+51.3% | $3,470+103.8% |
| Admin fee / account holder | $15,780 | $5,664+178.6% | $8,547+84.6% | $4,888+222.8% |