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 | $52,631 | $49,177+7.0% | $79,464-33.8% | $64,186-18.0% |
| Participation rate | 86.4% | 65.0%+21.4pp | 73.3%+13.1pp | 69.6%+16.9pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $894 | $2,076-56.9% | $2,800-68.1% | $2,381-62.5% |
| Participant deferral / active EE | $3,017 | $2,821+6.9% | $3,704-18.5% | $3,470-13.0% |
| Admin fee / account holder | $707 | $3,839-81.6% | $5,113-86.2% | $4,888-85.5% |