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 | $55,051 | $72,404-24.0% | $110,238-50.1% | $64,186-14.2% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | -5.90% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,818 | $2,282-20.3% | $3,826-52.5% | $2,381-23.7% |
| Participant deferral / active EE | $3,404 | $3,469-1.9% | $4,672-27.1% | $3,470-1.9% |
| Admin fee / account holder | $4,902 | $5,664-13.5% | $8,547-42.6% | $4,888+0.3% |