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 | $38,997 | $49,177-20.7% | $79,464-50.9% | $64,186-39.2% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.4pp |
| Annual return | -3.47% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,802 | $2,076+34.9% | $2,8000% | $2,381+17.7% |
| Participant deferral / active EE | $4,230 | $2,821+49.9% | $3,704+14.2% | $3,470+21.9% |
| Admin fee / account holder | $6,562 | $3,839+70.9% | $5,113+28.3% | $4,888+34.2% |