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 | $63,530 | $72,177-12.0% | $115,037-44.8% | $59,632+6.5% |
| Participation rate | 88.6% | 72.6%+16.1pp | 81.4%+7.3pp | 68.7%+20.0pp |
| Annual return | -0.02% | 12.02%-12.0pp | 26.14%-26.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,506 | $2,841-11.8% | $4,608-45.6% | $2,203+13.8% |
| Participant deferral / active EE | $6,004 | $4,783+25.5% | $6,026-0.4% | $3,192+88.1% |
| Admin fee / account holder | $657 | $4,927-86.7% | $8,175-92.0% | $4,297-84.7% |