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 | $32,345 | $57,354-43.6% | $83,848-61.4% | $64,186-49.6% |
| Participation rate | 95.7% | 68.6%+27.1pp | 76.1%+19.6pp | 69.6%+26.2pp |
| Annual return | -7.46% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,549 | $2,545+0.1% | $3,631-29.8% | $2,381+7.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,211 | $4,046+28.8% | $5,478-4.9% | $4,888+6.6% |