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 | $56,787 | $113,935-50.2% | $94,224-39.7% | $125,391-54.7% |
| Participation rate | 95.2% | 82.9%+12.3pp | 78.8%+16.5pp | 83.2%+12.0pp |
| Annual return | -1.41% | 5.29%-6.7pp | 10.68%-12.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,150 | $4,727-54.5% | $3,587-40.0% | $4,866-55.8% |
| Participant deferral / active EE | $4,056 | $5,179-21.7% | $4,320-6.1% | $5,352-24.2% |
| Admin fee / account holder | $11,496 | $8,391+37.0% | $6,269+83.4% | $9,540+20.5% |