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 6-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 | $40,689 | $82,664-50.8% | $125,339-67.5% | $68,494-40.6% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -5.98% | -5.97%0pp | 572.05%-578.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $2,692 | $3,381-20.4% | $4,814-44.1% | $2,596+3.7% |
| Participant deferral / active EE | $5,673 | $6,110-7.2% | $7,446-23.8% | $4,027+40.9% |
| Admin fee / account holder | $4,426 | $6,275-29.5% | $10,010-55.8% | $5,403-18.1% |