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 | $51,146 | $69,010-25.9% | $159,960-68.0% | $68,494-25.3% |
| Participation rate | 89.6% | 65.4%+24.2pp | 78.0%+11.6pp | 67.9%+21.7pp |
| Annual return | 4.03% | -9.65%+13.7pp | 408.60%-404.6pp | -7.84%+11.9pp |
| Employer contribution / active EE | $1,246 | $2,213-43.7% | $4,226-70.5% | $2,596-52.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,565 | $4,798-25.7% | $8,698-59.0% | $5,403-34.0% |