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 | $45,364 | $66,302-31.6% | $110,238-58.8% | $56,287-19.4% |
| Participation rate | 98.2% | 74.9%+23.3pp | 79.8%+18.4pp | 69.9%+28.3pp |
| Annual return | 0.90% | -1.18%+2.1pp | 314.74%-313.8pp | -9.96%+10.9pp |
| Employer contribution / active EE | $2,948 | $2,047+44.0% | $3,826-23.0% | $2,111+39.7% |
| Participant deferral / active EE | $7,083 | $3,381+109.5% | $4,672+51.6% | $3,350+111.5% |
| Admin fee / account holder | $2,605 | $698+272.9% | $8,547-69.5% | $521+400.1% |