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 | $49,559 | $49,177+0.8% | $79,464-37.6% | $64,186-22.8% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -3.92% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,220 | $2,076+103.3% | $2,800+50.7% | $2,381+77.3% |
| Participant deferral / active EE | $2,941 | $2,821+4.2% | $3,704-20.6% | $3,470-15.2% |
| Admin fee / account holder | $17,361 | $3,839+352.2% | $5,113+239.6% | $4,888+255.2% |