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 | $35,664 | $72,404-50.7% | $110,238-67.6% | $64,186-44.4% |
| Participation rate | 82.7% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | -6.22% | -6.29%+0.1pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,223 | $2,282-46.4% | $3,826-68.1% | $2,381-48.7% |
| Participant deferral / active EE | $2,541 | $3,469-26.8% | $4,672-45.6% | $3,470-26.8% |
| Admin fee / account holder | $491 | $5,664-91.3% | $8,547-94.3% | $4,888-90.0% |