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 | $29,000 | $73,867-60.7% | $143,757-79.8% | $68,494-57.7% |
| Participation rate | 98.9% | 66.7%+32.2pp | 80.3%+18.6pp | 67.9%+31.0pp |
| Annual return | -4.96% | 1.01%-6.0pp | -0.04%-4.9pp | -7.84%+2.9pp |
| Employer contribution / active EE | $2,055 | $3,184-35.4% | $4,951-58.5% | $2,596-20.8% |
| Participant deferral / active EE | $1,205 | $3,384-64.4% | $5,637-78.6% | $4,027-70.1% |
| Admin fee / account holder | $6,408 | $5,755+11.4% | $14,673-56.3% | $5,403+18.6% |