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 | $38,082 | $45,152-15.7% | $73,843-48.4% | $59,632-36.1% |
| Participation rate | 80.0% | 64.0%+16.0pp | 73.4%+6.6pp | 68.7%+11.3pp |
| Annual return | -0.12% | 27.40%-27.5pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,538 | $1,902-19.1% | $2,787-44.8% | $2,203-30.2% |
| Participant deferral / active EE | $2,439 | $2,574-5.3% | $3,583-31.9% | $3,192-23.6% |
| Admin fee / account holder | $366 | $3,516-89.6% | $4,880-92.5% | $4,297-91.5% |