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 | $15,696 | $49,177-68.1% | $79,464-80.2% | $64,186-75.5% |
| Participation rate | 91.1% | 65.0%+26.0pp | 73.3%+17.7pp | 69.6%+21.5pp |
| Annual return | -3.02% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,575 | $2,076-24.1% | $2,800-43.8% | $2,381-33.8% |
| Participant deferral / active EE | $824 | $2,821-70.8% | $3,704-77.8% | $3,470-76.3% |
| Admin fee / account holder | $2,904 | $3,839-24.3% | $5,113-43.2% | $4,888-40.6% |