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 | $35,225 | $49,177-28.4% | $79,464-55.7% | $64,186-45.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.29% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,716 | $2,076-17.3% | $2,800-38.7% | $2,381-27.9% |
| Participant deferral / active EE | $3,512 | $2,821+24.5% | $3,704-5.2% | $3,470+1.2% |
| Admin fee / account holder | $5,825 | $3,839+51.7% | $5,113+13.9% | $4,888+19.2% |