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 | $35,494 | $57,354-38.1% | $83,848-57.7% | $64,186-44.7% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.2pp |
| Annual return | -7.22% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,998 | $2,545+57.1% | $3,631+10.1% | $2,381+67.9% |
| Participant deferral / active EE | $4,778 | $2,993+59.6% | $4,082+17.1% | $3,470+37.7% |
| Admin fee / account holder | $1,618 | $4,046-60.0% | $5,478-70.5% | $4,888-66.9% |