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 6-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 | $40,385 | $49,177-17.9% | $79,464-49.2% | $64,186-37.1% |
| Participation rate | 77.4% | 65.0%+12.4pp | 73.3%+4.1pp | 69.6%+7.9pp |
| Annual return | -2.61% | -1.16%-1.4pp | 718.14%-720.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,245 | $2,821+15.0% | $3,704-12.4% | $3,470-6.5% |
| Admin fee / account holder | $665 | $3,839-82.7% | $5,113-87.0% | $4,888-86.4% |