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 | $44,409 | $72,177-38.5% | $115,037-61.4% | $59,632-25.5% |
| Participation rate | 88.5% | 72.6%+16.0pp | 81.4%+7.2pp | 68.7%+19.9pp |
| Annual return | -0.41% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,755 | $2,841-3.0% | $4,608-40.2% | $2,203+25.1% |
| Participant deferral / active EE | $6,168 | $4,783+29.0% | $6,026+2.3% | $3,192+93.2% |
| Admin fee / account holder | $1,459 | $4,927-70.4% | $8,175-82.2% | $4,297-66.0% |