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 | $45,877 | $45,566+0.7% | $64,105-28.4% | $59,632-23.1% |
| Participation rate | 83.3% | 60.2%+23.2pp | 68.2%+15.2pp | 68.7%+14.7pp |
| Annual return | -2.05% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,102 | $934+125.0% | $1,820+15.5% | $2,203-4.6% |
| Participant deferral / active EE | $3,183 | $2,057+54.8% | $2,822+12.8% | $3,192-0.3% |
| Admin fee / account holder | $6,306 | $3,268+93.0% | $4,499+40.2% | $4,297+46.8% |