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 | $50,393 | $52,681-4.3% | $75,781-33.5% | $59,632-15.5% |
| Participation rate | 98.6% | 67.2%+31.3pp | 75.8%+22.8pp | 68.7%+29.9pp |
| Annual return | -2.63% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $7,464 | $2,193+240.3% | $3,323+124.6% | $2,203+238.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,787 | $3,610+32.6% | $5,299-9.7% | $4,297+11.4% |