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 | $45,677 | $45,566+0.2% | $64,105-28.7% | $59,632-23.4% |
| Participation rate | 97.6% | 60.2%+37.5pp | 68.2%+29.4pp | 68.7%+28.9pp |
| Annual return | 0.12% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,132 | $934+21.2% | $1,820-37.8% | $2,203-48.6% |
| Participant deferral / active EE | $3,456 | $2,057+68.1% | $2,822+22.5% | $3,192+8.3% |
| Admin fee / account holder | $673 | $3,268-79.4% | $4,499-85.1% | $4,297-84.3% |