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 | $33,363 | $59,107-43.6% | $86,436-61.4% | $68,494-51.3% |
| Participation rate | 98.3% | 75.2%+23.1pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -16.05% | -0.23%-15.8pp | 4394.89%-4410.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,716 | $2,519+7.8% | $3,769-27.9% | $2,596+4.6% |
| Participant deferral / active EE | $4,956 | $5,901-16.0% | $6,952-28.7% | $4,027+23.1% |
| Admin fee / account holder | $2,683 | $5,637-52.4% | $6,731-60.1% | $5,403-50.3% |