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 | $53,929 | $59,107-8.8% | $86,436-37.6% | $68,494-21.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -18.10% | -0.23%-17.9pp | 4394.89%-4413.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,226 | $2,519-11.6% | $3,769-40.9% | $2,596-14.2% |
| Participant deferral / active EE | $7,677 | $5,901+30.1% | $6,952+10.4% | $4,027+90.6% |
| Admin fee / account holder | $2,440 | $5,637-56.7% | $6,731-63.8% | $5,403-54.8% |