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 | $29,055 | $57,354-49.3% | $83,848-65.3% | $64,186-54.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.64% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,674 | $2,545+5.1% | $3,631-26.4% | $2,381+12.3% |
| Participant deferral / active EE | $1,745 | $2,993-41.7% | $4,082-57.3% | $3,470-49.7% |
| Admin fee / account holder | $3,490 | $4,046-13.7% | $5,478-36.3% | $4,888-28.6% |