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 | $33,694 | $59,107-43.0% | $86,436-61.0% | $68,494-50.8% |
| Participation rate | 94.7% | 75.2%+19.5pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -17.70% | -0.23%-17.5pp | 4394.89%-4412.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,469 | $2,519+37.7% | $3,769-8.0% | $2,596+33.6% |
| Participant deferral / active EE | $7,361 | $5,901+24.7% | $6,952+5.9% | $4,027+82.8% |
| Admin fee / account holder | $742 | $5,637-86.8% | $6,731-89.0% | $5,403-86.3% |