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 | $36,331 | $59,107-38.5% | $86,436-58.0% | $68,494-47.0% |
| Participation rate | 90.6% | 75.2%+15.4pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -15.16% | -0.23%-14.9pp | 4394.89%-4410.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,430 | $2,519-43.2% | $3,769-62.1% | $2,596-44.9% |
| Participant deferral / active EE | $6,944 | $5,901+17.7% | $6,952-0.1% | $4,027+72.4% |
| Admin fee / account holder | $3,542 | $5,637-37.2% | $6,731-47.4% | $5,403-34.4% |