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 | $56,611 | $57,354-1.3% | $83,848-32.5% | $64,186-11.8% |
| Participation rate | 81.6% | 68.6%+13.0pp | 76.1%+5.4pp | 69.6%+12.0pp |
| Annual return | -7.28% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,035 | $2,545-59.3% | $3,631-71.5% | $2,381-56.5% |
| Participant deferral / active EE | $2,290 | $2,993-23.5% | $4,082-43.9% | $3,470-34.0% |
| Admin fee / account holder | $510 | $4,046-87.4% | $5,478-90.7% | $4,888-89.6% |