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 | $54,381 | $69,010-21.2% | $159,960-66.0% | $68,494-20.6% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.0pp | 67.9%+9.0pp |
| Annual return | -18.54% | -9.65%-8.9pp | 408.60%-427.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,689 | $2,213+21.5% | $4,226-36.4% | $2,596+3.6% |
| Participant deferral / active EE | $4,940 | $4,212+17.3% | $6,182-20.1% | $4,027+22.7% |
| Admin fee / account holder | $474 | $4,798-90.1% | $8,698-94.6% | $5,403-91.2% |