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 | $48,476 | $54,380-10.9% | $68,509-29.2% | $59,632-18.7% |
| Participation rate | 88.9% | 70.2%+18.7pp | 74.7%+14.2pp | 68.7%+20.2pp |
| Annual return | -1.18% | 2.83%-4.0pp | 8.27%-9.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,181 | $1,539+41.7% | $2,278-4.3% | $2,203-1.0% |
| Participant deferral / active EE | $2,871 | $2,643+8.6% | $3,382-15.1% | $3,192-10.0% |
| Admin fee / account holder | $2,387 | $3,885-38.6% | $5,275-54.7% | $4,297-44.4% |