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 | $55,799 | $57,354-2.7% | $83,848-33.5% | $64,186-13.1% |
| Participation rate | 98.7% | 68.6%+30.1pp | 76.1%+22.5pp | 69.6%+29.1pp |
| Annual return | -5.39% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $596 | $2,545-76.6% | $3,631-83.6% | $2,381-75.0% |
| Participant deferral / active EE | $2,962 | $2,993-1.1% | $4,082-27.4% | $3,470-14.6% |
| Admin fee / account holder | $5,985 | $4,046+47.9% | $5,478+9.2% | $4,888+22.4% |