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 | $43,643 | $54,705-20.2% | $71,209-38.7% | $84,808-48.5% |
| Participation rate | 84.4% | 64.1%+20.4pp | 73.8%+10.7pp | 68.3%+16.1pp |
| Annual return | 0.00% | 35.90%-35.9pp | 282.51%-282.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,540 | $2,158-28.6% | $2,721-43.4% | $2,631-41.5% |
| Participant deferral / active EE | $2,726 | $3,030-10.0% | $4,175-34.7% | $4,212-35.3% |
| Admin fee / account holder | $6,357 | $4,863+30.7% | $5,349+18.9% | $7,344-13.4% |