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 | $55,953 | $59,107-5.3% | $86,436-35.3% | $68,494-18.3% |
| Participation rate | 95.4% | 75.2%+20.1pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -16.52% | -0.23%-16.3pp | 4394.89%-4411.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,153 | $2,519+25.2% | $3,769-16.3% | $2,596+21.5% |
| Participant deferral / active EE | $5,251 | $5,901-11.0% | $6,952-24.5% | $4,027+30.4% |
| Admin fee / account holder | $1,914 | $5,637-66.1% | $6,731-71.6% | $5,403-64.6% |