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 | $29,368 | $49,177-40.3% | $79,464-63.0% | $64,186-54.2% |
| Participation rate | 73.5% | 65.0%+8.4pp | 73.3%+0.1pp | 69.6%+3.9pp |
| Annual return | -6.54% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $445 | $2,076-78.6% | $2,800-84.1% | $2,381-81.3% |
| Participant deferral / active EE | $2,080 | $2,821-26.3% | $3,704-43.9% | $3,470-40.1% |
| Admin fee / account holder | $3,504 | $3,839-8.7% | $5,113-31.5% | $4,888-28.3% |