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 | $51,016 | $72,177-29.3% | $115,037-55.7% | $59,632-14.4% |
| Participation rate | 72.2% | 72.6%-0.3pp | 81.4%-9.1pp | 68.7%+3.6pp |
| Annual return | -0.02% | 12.02%-12.0pp | 26.14%-26.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,673 | $2,841-41.1% | $4,608-63.7% | $2,203-24.0% |
| Participant deferral / active EE | $4,207 | $4,783-12.0% | $6,026-30.2% | $3,192+31.8% |
| Admin fee / account holder | $974 | $4,927-80.2% | $8,175-88.1% | $4,297-77.3% |