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 | $44,691 | $49,177-9.1% | $79,464-43.8% | $64,186-30.4% |
| Participation rate | 86.5% | 65.0%+21.5pp | 73.3%+13.2pp | 69.6%+17.0pp |
| Annual return | -5.46% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,126 | $2,076+2.4% | $2,800-24.1% | $2,381-10.7% |
| Participant deferral / active EE | $2,579 | $2,821-8.6% | $3,704-30.4% | $3,470-25.7% |
| Admin fee / account holder | $8,273 | $3,839+115.5% | $5,113+61.8% | $4,888+69.2% |