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 | $35,067 | $72,404-51.6% | $110,238-68.2% | $64,186-45.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.36% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,709 | $2,282-25.1% | $3,826-55.3% | $2,381-28.2% |
| Participant deferral / active EE | $1,840 | $3,469-47.0% | $4,672-60.6% | $3,470-47.0% |
| Admin fee / account holder | $6,096 | $5,664+7.6% | $8,547-28.7% | $4,888+24.7% |