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 | $56,626 | $72,404-21.8% | $110,238-48.6% | $64,186-11.8% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -7.18% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,394 | $2,282-38.9% | $3,826-63.6% | $2,381-41.5% |
| Participant deferral / active EE | $4,128 | $3,469+19.0% | $4,672-11.6% | $3,470+19.0% |
| Admin fee / account holder | $9,005 | $5,664+59.0% | $8,547+5.4% | $4,888+84.2% |