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 | $80,679 | $72,404+11.4% | $110,238-26.8% | $64,186+25.7% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -6.11% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,302 | $2,282-42.9% | $3,826-66.0% | $2,381-45.3% |
| Participant deferral / active EE | $2,911 | $3,469-16.1% | $4,672-37.7% | $3,470-16.1% |
| Admin fee / account holder | $9,813 | $5,664+73.2% | $8,547+14.8% | $4,888+100.8% |