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 | $33,328 | $72,404-54.0% | $110,238-69.8% | $64,186-48.1% |
| Participation rate | 82.0% | 73.3%+8.7pp | 79.8%+2.2pp | 69.6%+12.4pp |
| Annual return | -1.86% | -6.29%+4.4pp | 314.74%-316.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $3,471 | $2,282+52.1% | $3,826-9.3% | $2,381+45.8% |
| Participant deferral / active EE | $3,841 | $3,469+10.7% | $4,672-17.8% | $3,470+10.7% |
| Admin fee / account holder | $10,026 | $5,664+77.0% | $8,547+17.3% | $4,888+105.1% |