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 | $54,596 | $72,404-24.6% | $110,238-50.5% | $64,186-14.9% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | -6.28% | -6.29%0pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,811 | $2,282-20.6% | $3,826-52.7% | $2,381-23.9% |
| Participant deferral / active EE | $5,072 | $3,469+46.2% | $4,672+8.6% | $3,470+46.2% |
| Admin fee / account holder | $1,620 | $5,664-71.4% | $8,547-81.0% | $4,888-66.8% |