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 | $39,599 | $55,449-28.6% | $83,848-52.8% | $56,287-29.6% |
| Participation rate | 91.1% | 68.0%+23.1pp | 76.1%+14.9pp | 69.9%+21.2pp |
| Annual return | -3.32% | -1.38%-1.9pp | 850.88%-854.2pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,656 | $2,430+9.3% | $3,631-26.9% | $2,111+25.8% |
| Participant deferral / active EE | $5,916 | $2,935+101.5% | $4,082+44.9% | $3,350+76.6% |
| Admin fee / account holder | $7,263 | $656+1007.1% | $5,478+32.6% | $521+1294.2% |