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 | $29,620 | $57,354-48.4% | $83,848-64.7% | $64,186-53.9% |
| Participation rate | 89.0% | 68.6%+20.4pp | 76.1%+12.9pp | 69.6%+19.5pp |
| Annual return | -7.23% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $778 | $2,545-69.4% | $3,631-78.6% | $2,381-67.3% |
| Participant deferral / active EE | $1,523 | $2,993-49.1% | $4,082-62.7% | $3,470-56.1% |
| Admin fee / account holder | $1,535 | $4,046-62.1% | $5,478-72.0% | $4,888-68.6% |