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 | $44,429 | $49,177-9.7% | $79,464-44.1% | $64,186-30.8% |
| Participation rate | 77.9% | 65.0%+12.9pp | 73.3%+4.6pp | 69.6%+8.4pp |
| Annual return | -6.82% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $397 | $2,076-80.9% | $2,800-85.8% | $2,381-83.3% |
| Participant deferral / active EE | $3,008 | $2,821+6.6% | $3,704-18.8% | $3,470-13.3% |
| Admin fee / account holder | $3,719 | $3,839-3.1% | $5,113-27.3% | $4,888-23.9% |