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 | $44,504 | $49,177-9.5% | $79,464-44.0% | $64,186-30.7% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.6%+16.4pp |
| Annual return | -6.25% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $989 | $2,076-52.4% | $2,800-64.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,819 | $2,821-0.1% | $3,704-23.9% | $3,470-18.8% |
| Admin fee / account holder | $593 | $3,839-84.6% | $5,113-88.4% | $4,888-87.9% |