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 8-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 | $31,094 | $57,354-45.8% | $83,848-62.9% | $64,186-51.6% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | -6.52% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,504 | $2,545-40.9% | $3,631-58.6% | $2,381-36.8% |
| Participant deferral / active EE | $2,205 | $2,993-26.3% | $4,082-46.0% | $3,470-36.4% |
| Admin fee / account holder | $1,172 | $4,046-71.0% | $5,478-78.6% | $4,888-76.0% |