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 | $43,374 | $49,177-11.8% | $79,464-45.4% | $64,186-32.4% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.6%+28.1pp |
| Annual return | -5.29% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,363 | $2,076-34.4% | $2,800-51.3% | $2,381-42.8% |
| Participant deferral / active EE | $1,123 | $2,821-60.2% | $3,704-69.7% | $3,470-67.6% |
| Admin fee / account holder | $2,684 | $3,839-30.1% | $5,113-47.5% | $4,888-45.1% |