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 | $32,909 | $50,958-35.4% | $74,550-55.9% | $64,186-48.7% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.1%+27.8pp | 69.6%+27.4pp |
| Annual return | -3.58% | -1.86%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,566 | $1,115+309.4% | $1,961+132.8% | $2,381+91.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,271 | $4,223-69.9% | $5,060-74.9% | $4,888-74.0% |