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 | $34,377 | $54,380-36.8% | $68,509-49.8% | $59,632-42.4% |
| Participation rate | 76.9% | 70.2%+6.7pp | 74.7%+2.2pp | 68.7%+8.3pp |
| Annual return | -0.59% | 2.83%-3.4pp | 8.27%-8.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $4,151 | $1,539+169.8% | $2,278+82.2% | $2,203+88.5% |
| Participant deferral / active EE | $1,518 | $2,643-42.6% | $3,382-55.1% | $3,192-52.5% |
| Admin fee / account holder | $2,409 | $3,885-38.0% | $5,275-54.3% | $4,297-43.9% |