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 | $27,661 | $54,350-49.1% | $82,719-66.6% | $68,494-59.6% |
| Participation rate | 74.1% | 63.9%+10.2pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -6.60% | -13.67%+7.1pp | 701.18%-707.8pp | -7.84%+1.2pp |
| Employer contribution / active EE | $1,913 | $2,218-13.7% | $3,009-36.4% | $2,596-26.3% |
| Participant deferral / active EE | $1,508 | $3,246-53.6% | $4,395-65.7% | $4,027-62.6% |
| Admin fee / account holder | $6,938 | $4,395+57.8% | $5,329+30.2% | $5,403+28.4% |