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 | $71,432 | $72,177-1.0% | $115,037-37.9% | $59,632+19.8% |
| Participation rate | 97.6% | 72.6%+25.0pp | 81.4%+16.2pp | 68.7%+28.9pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $8,780 | $2,841+209.0% | $4,608+90.6% | $2,203+298.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,312 | $4,927-32.8% | $8,175-59.5% | $4,297-22.9% |