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 | $31,563 | $113,935-72.3% | $94,224-66.5% | $125,391-74.8% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -1.37% | 5.29%-6.7pp | 10.68%-12.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,105 | $4,727-76.6% | $3,587-69.2% | $4,866-77.3% |
| Participant deferral / active EE | $1,639 | $5,179-68.3% | $4,320-62.1% | $5,352-69.4% |
| Admin fee / account holder | $3,446 | $8,391-58.9% | $6,269-45.0% | $9,540-63.9% |