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 | $29,759 | $72,177-58.8% | $115,037-74.1% | $59,632-50.1% |
| Participation rate | 95.2% | 72.6%+22.7pp | 81.4%+13.9pp | 68.7%+26.6pp |
| Annual return | -0.16% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,284 | $2,841-54.8% | $4,608-72.1% | $2,203-41.7% |
| Participant deferral / active EE | $8,980 | $4,783+87.7% | $6,026+49.0% | $3,192+181.3% |
| Admin fee / account holder | $5,433 | $4,927+10.3% | $8,175-33.5% | $4,297+26.4% |