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 | $61,358 | $72,404-15.3% | $110,238-44.3% | $64,186-4.4% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | -3.12% | -6.29%+3.2pp | 314.74%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,652 | $2,282+60.1% | $3,826-4.6% | $2,381+53.4% |
| Participant deferral / active EE | $4,347 | $3,469+25.3% | $4,672-7.0% | $3,470+25.3% |
| Admin fee / account holder | $11,282 | $5,664+99.2% | $8,547+32.0% | $4,888+130.8% |