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 | $28,569 | $59,107-51.7% | $86,436-66.9% | $68,494-58.3% |
| Participation rate | 85.4% | 75.2%+10.2pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -14.51% | -0.23%-14.3pp | 4394.89%-4409.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,391 | $2,519-5.1% | $3,769-36.5% | $2,596-7.9% |
| Participant deferral / active EE | $4,010 | $5,901-32.1% | $6,952-42.3% | $4,027-0.4% |
| Admin fee / account holder | $966 | $5,637-82.9% | $6,731-85.7% | $5,403-82.1% |