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 | $37,949 | $57,354-33.8% | $83,848-54.7% | $64,186-40.9% |
| Participation rate | 93.6% | 68.6%+25.0pp | 76.1%+17.5pp | 69.6%+24.0pp |
| Annual return | -5.31% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,484 | $2,545-2.4% | $3,631-31.6% | $2,381+4.3% |
| Participant deferral / active EE | $3,207 | $2,993+7.2% | $4,082-21.4% | $3,470-7.6% |
| Admin fee / account holder | $4,664 | $4,046+15.3% | $5,478-14.9% | $4,888-4.6% |