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 | $36,431 | $50,958-28.5% | $74,550-51.1% | $64,186-43.2% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.1%+28.9pp | 69.6%+28.5pp |
| Annual return | -1.60% | -1.86%+0.3pp | 32.53%-34.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,729 | $1,115+144.7% | $1,961+39.2% | $2,381+14.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,143 | $4,223-72.9% | $5,060-77.4% | $4,888-76.6% |