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 | $37,076 | $59,107-37.3% | $86,436-57.1% | $68,494-45.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.46% | -0.23%-17.2pp | 4394.89%-4412.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,397 | $2,519-4.8% | $3,769-36.4% | $2,596-7.7% |
| Participant deferral / active EE | $5,289 | $5,901-10.4% | $6,952-23.9% | $4,027+31.3% |
| Admin fee / account holder | $2,878 | $5,637-48.9% | $6,731-57.2% | $5,403-46.7% |