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 | $27,670 | $49,177-43.7% | $79,464-65.2% | $64,186-56.9% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.5pp |
| Annual return | -6.94% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $744 | $2,076-64.1% | $2,800-73.4% | $2,381-68.7% |
| Participant deferral / active EE | $2,131 | $2,821-24.5% | $3,704-42.5% | $3,470-38.6% |
| Admin fee / account holder | $377 | $3,839-90.2% | $5,113-92.6% | $4,888-92.3% |