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 | $65,277 | $46,674+39.9% | $117,472-44.4% | $68,494-4.7% |
| Participation rate | 84.1% | 56.8%+27.3pp | 70.6%+13.5pp | 67.9%+16.2pp |
| Annual return | -7.79% | -14.52%+6.7pp | 29.74%-37.5pp | -7.84%+0.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,398 | $2,636+66.8% | $4,070+8.0% | $4,027+9.2% |
| Admin fee / account holder | $4,709 | $4,020+17.2% | $5,645-16.6% | $5,403-12.8% |