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 | $43,030 | $49,177-12.5% | $79,464-45.9% | $64,186-33.0% |
| Participation rate | 71.8% | 65.0%+6.8pp | 73.3%-1.6pp | 69.6%+2.2pp |
| Annual return | -6.86% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $303 | $2,076-85.4% | $2,800-89.2% | $2,381-87.3% |
| Participant deferral / active EE | $2,048 | $2,821-27.4% | $3,704-44.7% | $3,470-41.0% |
| Admin fee / account holder | $730 | $3,839-81.0% | $5,113-85.7% | $4,888-85.1% |