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 | $48,766 | $61,774-21.1% | $97,226-49.8% | $80,856-39.7% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.7%+2.3pp | 67.6%+7.4pp |
| Annual return | 11.31% | -557.90%+569.2pp | 75.13%-63.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,053 | $1,837-42.7% | $2,729-61.4% | $2,755-61.8% |
| Participant deferral / active EE | $4,090 | $3,029+35.1% | $4,264-4.1% | $4,296-4.8% |
| Admin fee / account holder | $62,599 | $5,166+1111.7% | $5,654+1007.3% | $6,918+804.9% |