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 | $29,820 | $72,404-58.8% | $110,238-72.9% | $64,186-53.5% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -1.99% | -6.29%+4.3pp | 314.74%-316.7pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,216 | $2,282+41.0% | $3,826-15.9% | $2,381+35.1% |
| Participant deferral / active EE | $3,074 | $3,469-11.4% | $4,672-34.2% | $3,470-11.4% |
| Admin fee / account holder | $1,384 | $5,664-75.6% | $8,547-83.8% | $4,888-71.7% |