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 | $47,617 | $72,177-34.0% | $115,037-58.6% | $59,632-20.1% |
| Participation rate | 91.5% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | -0.62% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,744 | $2,841-38.6% | $4,608-62.2% | $2,203-20.8% |
| Participant deferral / active EE | $5,242 | $4,783+9.6% | $6,026-13.0% | $3,192+64.2% |
| Admin fee / account holder | $4,967 | $4,927+0.8% | $8,175-39.2% | $4,297+15.6% |