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 | $32,307 | $72,404-55.4% | $110,238-70.7% | $64,186-49.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.05% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,866 | $2,282-18.2% | $3,826-51.2% | $2,381-21.6% |
| Participant deferral / active EE | $3,380 | $3,469-2.6% | $4,672-27.7% | $3,470-2.6% |
| Admin fee / account holder | $1,695 | $5,664-70.1% | $8,547-80.2% | $4,888-65.3% |