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 | $57,569 | $57,354+0.4% | $83,848-31.3% | $64,186-10.3% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.5pp | 69.6%+25.1pp |
| Annual return | -4.59% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,609 | $2,545+2.5% | $3,631-28.2% | $2,381+9.6% |
| Participant deferral / active EE | $4,971 | $2,993+66.1% | $4,082+21.8% | $3,470+43.3% |
| Admin fee / account holder | $9,317 | $4,046+130.3% | $5,478+70.1% | $4,888+90.6% |