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 | $38,477 | $72,177-46.7% | $115,037-66.6% | $59,632-35.5% |
| Participation rate | 91.3% | 72.6%+18.8pp | 81.4%+9.9pp | 68.7%+22.6pp |
| Annual return | -2.41% | 12.02%-14.4pp | 26.14%-28.6pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,037 | $2,841-28.3% | $4,608-55.8% | $2,203-7.5% |
| Participant deferral / active EE | $4,431 | $4,783-7.4% | $6,026-26.5% | $3,192+38.8% |
| Admin fee / account holder | $1,118 | $4,927-77.3% | $8,175-86.3% | $4,297-74.0% |