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 | $45,965 | $72,404-36.5% | $110,238-58.3% | $64,186-28.4% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.1pp |
| Annual return | -4.53% | -6.29%+1.8pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $540 | $2,282-76.3% | $3,826-85.9% | $2,381-77.3% |
| Participant deferral / active EE | $3,257 | $3,469-6.1% | $4,672-30.3% | $3,470-6.1% |
| Admin fee / account holder | $942 | $5,664-83.4% | $8,547-89.0% | $4,888-80.7% |