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 | $39,263 | $72,404-45.8% | $110,238-64.4% | $64,186-38.8% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.6%+26.4pp |
| Annual return | -3.64% | -6.29%+2.6pp | 314.74%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,347 | $2,282+2.9% | $3,826-38.7% | $2,381-1.4% |
| Participant deferral / active EE | $1,885 | $3,469-45.7% | $4,672-59.6% | $3,470-45.7% |
| Admin fee / account holder | $8,219 | $5,664+45.1% | $8,547-3.8% | $4,888+68.1% |