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 | $29,831 | $49,177-39.3% | $79,464-62.5% | $64,186-53.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.38% | -1.16%-2.2pp | 718.14%-721.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,774 | $2,076+81.8% | $2,800+34.8% | $2,381+58.5% |
| Participant deferral / active EE | $933 | $2,821-66.9% | $3,704-74.8% | $3,470-73.1% |
| Admin fee / account holder | $1,041 | $3,839-72.9% | $5,113-79.6% | $4,888-78.7% |