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 | $30,736 | $49,177-37.5% | $79,464-61.3% | $64,186-52.1% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -5.37% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $858 | $2,076-58.7% | $2,800-69.4% | $2,381-64.0% |
| Participant deferral / active EE | $5,033 | $2,821+78.4% | $3,704+35.9% | $3,470+45.0% |
| Admin fee / account holder | $4,090 | $3,839+6.6% | $5,113-20.0% | $4,888-16.3% |