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 | $34,746 | $39,162-11.3% | $100,671-65.5% | $59,632-41.7% |
| Participation rate | 96.9% | 55.9%+41.1pp | 70.7%+26.2pp | 68.7%+28.3pp |
| Annual return | -0.43% | 21.07%-21.5pp | 20.43%-20.9pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $470 | $1,151-59.1% | $4,012-88.3% | $2,203-78.7% |
| Participant deferral / active EE | $4,097 | $1,992+105.7% | $3,144+30.3% | $3,192+28.4% |
| Admin fee / account holder | $3,867 | $2,969+30.2% | $4,850-20.3% | $4,297-10.0% |