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 | $34,321 | $99,032-65.3% | $80,019-57.1% | $135,375-74.6% |
| Participation rate | 94.4% | 78.4%+16.1pp | 75.8%+18.6pp | 82.6%+11.8pp |
| Annual return | -3.46% | 15.39%-18.9pp | 11.22%-14.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,333 | $3,043+9.5% | $2,468+35.1% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,172 | $10,436-50.4% | $6,521-20.7% | $10,827-52.2% |