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 | $60,088 | $94,529-36.4% | $140,016-57.1% | $64,186-6.4% |
| Participation rate | 98.0% | 84.1%+14.0pp | 87.5%+10.5pp | 69.6%+28.5pp |
| Annual return | -4.57% | 7.77%-12.3pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,178 | $3,812-42.9% | $5,606-61.1% | $2,381-8.5% |
| Participant deferral / active EE | $4,818 | $5,250-8.2% | $6,927-30.4% | $3,470+38.9% |
| Admin fee / account holder | $5,632 | $6,741-16.4% | $10,705-47.4% | $4,888+15.2% |