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 | $28,106 | $72,177-61.1% | $115,037-75.6% | $59,632-52.9% |
| Participation rate | 92.8% | 72.6%+20.2pp | 81.4%+11.4pp | 68.7%+24.1pp |
| Annual return | -0.78% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,127 | $2,841-25.1% | $4,608-53.8% | $2,203-3.4% |
| Participant deferral / active EE | $5,436 | $4,783+13.7% | $6,026-9.8% | $3,192+70.3% |
| Admin fee / account holder | $4,893 | $4,927-0.7% | $8,175-40.1% | $4,297+13.9% |