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 | $38,654 | $57,354-32.6% | $83,848-53.9% | $64,186-39.8% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | -3.92% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,500 | $2,545-1.8% | $3,631-31.1% | $2,381+5.0% |
| Participant deferral / active EE | $2,526 | $2,993-15.6% | $4,082-38.1% | $3,470-27.2% |
| Admin fee / account holder | $1,650 | $4,046-59.2% | $5,478-69.9% | $4,888-66.2% |