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 | $52,755 | $57,354-8.0% | $83,848-37.1% | $64,186-17.8% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -6.94% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $615 | $2,545-75.8% | $3,631-83.1% | $2,381-74.2% |
| Participant deferral / active EE | $2,459 | $2,993-17.8% | $4,082-39.8% | $3,470-29.1% |
| Admin fee / account holder | $8,347 | $4,046+106.3% | $5,478+52.4% | $4,888+70.8% |