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 | $52,087 | $72,404-28.1% | $110,238-52.8% | $64,186-18.8% |
| Participation rate | 73.0% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | -2.44% | -6.29%+3.8pp | 314.74%-317.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,707 | $2,282-25.2% | $3,826-55.4% | $2,381-28.3% |
| Participant deferral / active EE | $3,287 | $3,469-5.2% | $4,672-29.6% | $3,470-5.3% |
| Admin fee / account holder | $9,354 | $5,664+65.1% | $8,547+9.4% | $4,888+91.4% |