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 | $48,434 | $59,107-18.1% | $86,436-44.0% | $68,494-29.3% |
| Participation rate | 91.3% | 75.2%+16.0pp | 80.3%+10.9pp | 67.9%+23.4pp |
| Annual return | -17.63% | -0.23%-17.4pp | 4394.89%-4412.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,397 | $2,519+34.9% | $3,769-9.9% | $2,596+30.8% |
| Participant deferral / active EE | $6,210 | $5,901+5.2% | $6,952-10.7% | $4,027+54.2% |
| Admin fee / account holder | $6,844 | $5,637+21.4% | $6,731+1.7% | $5,403+26.7% |