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 | $52,028 | $72,404-28.1% | $110,238-52.8% | $64,186-18.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.81% | -6.29%+2.5pp | 314.74%-318.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,719 | $2,282-24.7% | $3,826-55.1% | $2,381-27.8% |
| Participant deferral / active EE | $2,674 | $3,469-22.9% | $4,672-42.8% | $3,470-22.9% |
| Admin fee / account holder | $8,004 | $5,664+41.3% | $8,547-6.4% | $4,888+63.7% |