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 | $38,750 | $72,404-46.5% | $110,238-64.8% | $64,186-39.6% |
| Participation rate | 82.5% | 73.3%+9.1pp | 79.8%+2.7pp | 69.6%+12.9pp |
| Annual return | -5.65% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,233 | $2,282-46.0% | $3,826-67.8% | $2,381-48.2% |
| Participant deferral / active EE | $3,061 | $3,469-11.8% | $4,672-34.5% | $3,470-11.8% |
| Admin fee / account holder | $4,127 | $5,664-27.1% | $8,547-51.7% | $4,888-15.6% |