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 | $35,068 | $49,177-28.7% | $79,464-55.9% | $64,186-45.4% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -4.04% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,545 | $2,076+70.7% | $2,800+26.6% | $2,381+48.9% |
| Participant deferral / active EE | $2,425 | $2,821-14.0% | $3,704-34.5% | $3,470-30.1% |
| Admin fee / account holder | $3,722 | $3,839-3.0% | $5,113-27.2% | $4,888-23.8% |