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 | $48,550 | $49,177-1.3% | $79,464-38.9% | $64,186-24.4% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | -0.32% | -1.16%+0.8pp | 718.14%-718.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $966 | $2,076-53.5% | $2,800-65.5% | $2,381-59.4% |
| Participant deferral / active EE | $1,299 | $2,821-53.9% | $3,704-64.9% | $3,470-62.5% |
| Admin fee / account holder | $4,257 | $3,839+10.9% | $5,113-16.7% | $4,888-12.9% |