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 | $58,877 | $65,703-10.4% | $94,224-37.5% | $59,632-1.3% |
| Participation rate | 89.5% | 72.1%+17.4pp | 78.8%+10.7pp | 68.7%+20.8pp |
| Annual return | -0.21% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,607 | $2,021-20.5% | $3,587-55.2% | $2,203-27.0% |
| Participant deferral / active EE | $4,876 | $3,143+55.2% | $4,320+12.9% | $3,192+52.8% |
| Admin fee / account holder | $7,135 | $4,264+67.3% | $6,269+13.8% | $4,297+66.1% |