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 | $25,609 | $49,177-47.9% | $79,464-67.8% | $64,186-60.1% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -4.00% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,417 | $2,076-31.7% | $2,800-49.4% | $2,381-40.5% |
| Participant deferral / active EE | $2,090 | $2,821-25.9% | $3,704-43.6% | $3,470-39.8% |
| Admin fee / account holder | $17,910 | $3,839+366.6% | $5,113+250.3% | $4,888+266.4% |