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 | $34,880 | $55,449-37.1% | $83,848-58.4% | $56,287-38.0% |
| Participation rate | 76.2% | 68.0%+8.2pp | 76.1%+0.1pp | 69.9%+6.4pp |
| Annual return | -2.03% | -1.38%-0.6pp | 850.88%-852.9pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,322 | $2,430-45.6% | $3,631-63.6% | $2,111-37.4% |
| Participant deferral / active EE | $3,937 | $2,935+34.1% | $4,082-3.6% | $3,350+17.5% |
| Admin fee / account holder | $5,411 | $656+724.8% | $5,478-1.2% | $521+938.6% |