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 | $30,482 | $55,449-45.0% | $83,848-63.6% | $56,287-45.8% |
| Participation rate | 76.0% | 68.0%+8.0pp | 76.1%-0.2pp | 69.9%+6.1pp |
| Annual return | -6.01% | -1.38%-4.6pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,481 | $2,430-39.1% | $3,631-59.2% | $2,111-29.9% |
| Participant deferral / active EE | $4,173 | $2,935+42.2% | $4,082+2.2% | $3,350+24.6% |
| Admin fee / account holder | $1,333 | $656+103.3% | $5,478-75.7% | $521+155.9% |