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 | $50,035 | $49,177+1.7% | $79,464-37.0% | $64,186-22.0% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -0.68% | -1.16%+0.5pp | 718.14%-718.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $2,581 | $2,076+24.3% | $2,800-7.8% | $2,381+8.4% |
| Participant deferral / active EE | $8,224 | $2,821+191.5% | $3,704+122.0% | $3,470+137.0% |
| Admin fee / account holder | $1,660 | $3,839-56.8% | $5,113-67.5% | $4,888-66.0% |