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 | $57,170 | $57,354-0.3% | $83,848-31.8% | $64,186-10.9% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.7pp | 69.6%+29.3pp |
| Annual return | -0.23% | 11.38%-11.6pp | 850.88%-851.1pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,685 | $2,545-33.8% | $3,631-53.6% | $2,381-29.2% |
| Participant deferral / active EE | $2,978 | $2,993-0.5% | $4,082-27.0% | $3,470-14.2% |
| Admin fee / account holder | $2,278 | $4,046-43.7% | $5,478-58.4% | $4,888-53.4% |