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 4-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 | $45,665 | $52,903-13.7% | $73,307-37.7% | $59,632-23.4% |
| Participation rate | 86.7% | 68.2%+18.4pp | 74.9%+11.8pp | 68.7%+18.0pp |
| Annual return | -2.35% | 12.20%-14.5pp | 5.67%-8.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $2,278 | $1,909+19.3% | $3,237-29.6% | $2,203+3.4% |
| Participant deferral / active EE | $3,871 | $4,069-4.9% | $4,991-22.5% | $3,192+21.3% |
| Admin fee / account holder | $10,156 | $3,834+164.9% | $5,637+80.2% | $4,297+136.3% |