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 | $44,495 | $49,177-9.5% | $79,464-44.0% | $64,186-30.7% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.6%+17.9pp |
| Annual return | -6.13% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,225 | $2,821+14.3% | $3,704-12.9% | $3,470-7.0% |
| Admin fee / account holder | $3,723 | $3,839-3.0% | $5,113-27.2% | $4,888-23.8% |