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 | $51,060 | $54,380-6.1% | $68,509-25.5% | $59,632-14.4% |
| Participation rate | 77.9% | 70.2%+7.7pp | 74.7%+3.2pp | 68.7%+9.3pp |
| Annual return | -0.91% | 2.83%-3.7pp | 8.27%-9.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $781 | $1,539-49.2% | $2,278-65.7% | $2,203-64.5% |
| Participant deferral / active EE | $2,551 | $2,643-3.5% | $3,382-24.6% | $3,192-20.1% |
| Admin fee / account holder | $7,898 | $3,885+103.3% | $5,275+49.7% | $4,297+83.8% |