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 | $30,900 | $48,274-36.0% | $63,517-51.4% | $59,632-48.2% |
| Participation rate | 78.0% | 66.3%+11.7pp | 71.0%+7.0pp | 68.7%+9.4pp |
| Annual return | 0.10% | -240.79%+240.9pp | -70.30%+70.4pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,109 | $1,586-30.1% | $2,322-52.2% | $2,203-49.7% |
| Participant deferral / active EE | $2,538 | $2,343+8.3% | $2,953-14.1% | $3,192-20.5% |
| Admin fee / account holder | $3,902 | $3,600+8.4% | $5,892-33.8% | $4,297-9.2% |