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 | $57,485 | $57,354+0.2% | $83,848-31.4% | $64,186-10.4% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $736 | $2,545-71.1% | $3,631-79.7% | $2,381-69.1% |
| Participant deferral / active EE | $5,400 | $2,993+80.4% | $4,082+32.3% | $3,470+55.6% |
| Admin fee / account holder | $12,459 | $4,046+208.0% | $5,478+127.4% | $4,888+154.9% |