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 | $47,985 | $49,177-2.4% | $79,464-39.6% | $64,186-25.2% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.6%+26.2pp |
| Annual return | -7.96% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,935 | $2,076-6.8% | $2,800-30.9% | $2,381-18.7% |
| Participant deferral / active EE | $6,014 | $2,821+113.2% | $3,704+62.4% | $3,470+73.3% |
| Admin fee / account holder | $4,324 | $3,839+12.6% | $5,113-15.4% | $4,888-11.5% |