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 | $56,241 | $57,354-1.9% | $83,848-32.9% | $64,186-12.4% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -6.48% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,930 | $2,545-24.2% | $3,631-46.9% | $2,381-19.0% |
| Participant deferral / active EE | $3,348 | $2,993+11.8% | $4,082-18.0% | $3,470-3.5% |
| Admin fee / account holder | $5,267 | $4,046+30.2% | $5,478-3.9% | $4,888+7.7% |