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 | $54,390 | $69,010-21.2% | $159,960-66.0% | $68,494-20.6% |
| Participation rate | 77.6% | 65.4%+12.2pp | 78.0%-0.3pp | 67.9%+9.8pp |
| Annual return | -13.84% | -9.65%-4.2pp | 408.60%-422.4pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,593 | $2,213-28.0% | $4,226-62.3% | $2,596-38.6% |
| Participant deferral / active EE | $2,661 | $4,212-36.8% | $6,182-57.0% | $4,027-33.9% |
| Admin fee / account holder | $3,525 | $4,798-26.5% | $8,698-59.5% | $5,403-34.8% |