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 | $32,801 | $81,900-59.9% | $119,609-72.6% | $68,494-52.1% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.1pp | 67.9%+13.5pp |
| Annual return | 5.89% | -23.82%+29.7pp | -14.97%+20.9pp | -7.84%+13.7pp |
| Employer contribution / active EE | $892 | $2,693-66.9% | $4,232-78.9% | $2,596-65.6% |
| Participant deferral / active EE | $2,000 | $4,148-51.8% | $5,602-64.3% | $4,027-50.3% |
| Admin fee / account holder | $38,446 | $6,582+484.1% | $10,323+272.4% | $5,403+611.6% |