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 | $56,747 | $57,354-1.1% | $83,848-32.3% | $64,186-11.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,116 | $2,545-56.2% | $3,631-69.3% | $2,381-53.1% |
| Participant deferral / active EE | $2,796 | $2,993-6.6% | $4,082-31.5% | $3,470-19.4% |
| Admin fee / account holder | $672 | $4,046-83.4% | $5,478-87.7% | $4,888-86.3% |