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 | $51,768 | $94,529-45.2% | $140,016-63.0% | $64,186-19.3% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -3.39% | 7.77%-11.2pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,919 | $3,812-49.7% | $5,606-65.8% | $2,381-19.4% |
| Participant deferral / active EE | $3,361 | $5,250-36.0% | $6,927-51.5% | $3,470-3.1% |
| Admin fee / account holder | $16,792 | $6,741+149.1% | $10,705+56.9% | $4,888+243.5% |