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 | $43,788 | $90,600-51.7% | $79,464-44.9% | $135,375-67.7% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -4.57% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,729 | $3,068-11.0% | $2,800-2.5% | $4,779-42.9% |
| Participant deferral / active EE | $3,372 | $4,050-16.8% | $3,704-9.0% | $5,609-39.9% |
| Admin fee / account holder | $1,053 | $5,907-82.2% | $5,113-79.4% | $10,827-90.3% |