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 | $40,134 | $54,350-26.2% | $82,719-51.5% | $68,494-41.4% |
| Participation rate | 94.7% | 63.9%+30.8pp | 72.6%+22.2pp | 67.9%+26.8pp |
| Annual return | -14.09% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,445 | $2,218+10.2% | $3,009-18.7% | $2,596-5.8% |
| Participant deferral / active EE | $4,283 | $3,246+31.9% | $4,395-2.6% | $4,027+6.3% |
| Admin fee / account holder | $1,455 | $4,395-66.9% | $5,329-72.7% | $5,403-73.1% |