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 | $45,164 | $72,404-37.6% | $110,238-59.0% | $64,186-29.6% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | -2.71% | -6.29%+3.6pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $919 | $2,282-59.7% | $3,826-76.0% | $2,381-61.4% |
| Participant deferral / active EE | $3,677 | $3,469+6.0% | $4,672-21.3% | $3,470+6.0% |
| Admin fee / account holder | $30,101 | $5,664+431.4% | $8,547+252.2% | $4,888+515.8% |