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 | $29,270 | $32,117-8.9% | $71,086-58.8% | $64,186-54.4% |
| Participation rate | 97.9% | 42.7%+55.2pp | 54.7%+43.2pp | 69.6%+28.3pp |
| Annual return | -3.19% | -5.57%+2.4pp | 650.59%-653.8pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,166 | $712+63.8% | $1,088+7.2% | $2,381-51.0% |
| Participant deferral / active EE | $1,533 | $1,263+21.4% | $1,874-18.2% | $3,470-55.8% |
| Admin fee / account holder | $3,118 | $2,759+13.0% | $3,082+1.2% | $4,888-36.2% |