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 | $32,309 | $49,177-34.3% | $79,464-59.3% | $64,186-49.7% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.6%+20.4pp |
| Annual return | 1.85% | -1.16%+3.0pp | 718.14%-716.3pp | 7.63%-5.8pp |
| Employer contribution / active EE | $1,960 | $2,076-5.6% | $2,800-30.0% | $2,381-17.7% |
| Participant deferral / active EE | $3,214 | $2,821+13.9% | $3,704-13.2% | $3,470-7.4% |
| Admin fee / account holder | $8,105 | $3,839+111.1% | $5,113+58.5% | $4,888+65.8% |