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 | $51,345 | $57,354-10.5% | $83,848-38.8% | $64,186-20.0% |
| Participation rate | 89.7% | 68.6%+21.1pp | 76.1%+13.6pp | 69.6%+20.2pp |
| Annual return | -3.45% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $888 | $2,545-65.1% | $3,631-75.6% | $2,381-62.7% |
| Participant deferral / active EE | $4,838 | $2,993+61.6% | $4,082+18.5% | $3,470+39.4% |
| Admin fee / account holder | $9,687 | $4,046+139.4% | $5,478+76.8% | $4,888+98.2% |