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 | $40,608 | $49,177-17.4% | $79,464-48.9% | $64,186-36.7% |
| Participation rate | 81.6% | 65.0%+16.5pp | 73.3%+8.2pp | 69.6%+12.0pp |
| Annual return | -5.70% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $829 | $2,076-60.1% | $2,800-70.4% | $2,381-65.2% |
| Participant deferral / active EE | $856 | $2,821-69.7% | $3,704-76.9% | $3,470-75.3% |
| Admin fee / account holder | $7,102 | $3,839+85.0% | $5,113+38.9% | $4,888+45.3% |