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 | $29,507 | $57,354-48.6% | $83,848-64.8% | $64,186-54.0% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.5pp | 69.6%+29.1pp |
| Annual return | -4.05% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,109 | $2,545-17.1% | $3,631-41.9% | $2,381-11.4% |
| Participant deferral / active EE | $4,248 | $2,993+41.9% | $4,082+4.1% | $3,470+22.4% |
| Admin fee / account holder | $10,880 | $4,046+168.9% | $5,478+98.6% | $4,888+122.6% |