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 | $46,204 | $49,177-6.0% | $79,464-41.9% | $64,186-28.0% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.6%+27.7pp |
| Annual return | -6.21% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,470 | $2,076+19.0% | $2,800-11.8% | $2,381+3.8% |
| Participant deferral / active EE | $2,601 | $2,821-7.8% | $3,704-29.8% | $3,470-25.0% |
| Admin fee / account holder | $5,718 | $3,839+48.9% | $5,113+11.8% | $4,888+17.0% |