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 | $79,596 | $72,177+10.3% | $115,037-30.8% | $59,632+33.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.37% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,376 | $2,841-16.4% | $4,608-48.4% | $2,203+7.9% |
| Participant deferral / active EE | $3,253 | $4,783-32.0% | $6,026-46.0% | $3,192+1.9% |
| Admin fee / account holder | $2,565 | $4,927-47.9% | $8,175-68.6% | $4,297-40.3% |