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 | $31,170 | $59,107-47.3% | $86,436-63.9% | $68,494-54.5% |
| Participation rate | 93.4% | 75.2%+18.2pp | 80.3%+13.1pp | 67.9%+25.5pp |
| Annual return | -14.38% | -0.23%-14.2pp | 4394.89%-4409.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,318 | $2,519+71.4% | $3,769+14.6% | $2,596+66.3% |
| Participant deferral / active EE | $11,144 | $5,901+88.8% | $6,952+60.3% | $4,027+176.7% |
| Admin fee / account holder | $2,176 | $5,637-61.4% | $6,731-67.7% | $5,403-59.7% |