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 | $31,340 | $57,354-45.4% | $83,848-62.6% | $64,186-51.2% |
| Participation rate | 91.3% | 68.6%+22.7pp | 76.1%+15.2pp | 69.6%+21.7pp |
| Annual return | -7.55% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,825 | $2,545+11.0% | $3,631-22.2% | $2,381+18.7% |
| Participant deferral / active EE | $2,437 | $2,993-18.6% | $4,082-40.3% | $3,470-29.8% |
| Admin fee / account holder | $3,047 | $4,046-24.7% | $5,478-44.4% | $4,888-37.7% |