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 | $52,488 | $57,354-8.5% | $83,848-37.4% | $64,186-18.2% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -3.79% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $827 | $2,545-67.5% | $3,631-77.2% | $2,381-65.3% |
| Participant deferral / active EE | $4,495 | $2,993+50.2% | $4,082+10.1% | $3,470+29.6% |
| Admin fee / account holder | $1,783 | $4,046-55.9% | $5,478-67.5% | $4,888-63.5% |