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 | $54,490 | $49,177+10.8% | $79,464-31.4% | $64,186-15.1% |
| Participation rate | 71.7% | 65.0%+6.7pp | 73.3%-1.6pp | 69.6%+2.2pp |
| Annual return | -6.38% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $588 | $2,076-71.7% | $2,800-79.0% | $2,381-75.3% |
| Participant deferral / active EE | $1,600 | $2,821-43.3% | $3,704-56.8% | $3,470-53.9% |
| Admin fee / account holder | $721 | $3,839-81.2% | $5,113-85.9% | $4,888-85.3% |