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 | $50,052 | $59,107-15.3% | $86,436-42.1% | $68,494-26.9% |
| Participation rate | 78.6% | 75.2%+3.3pp | 80.3%-1.8pp | 67.9%+10.7pp |
| Annual return | -15.88% | -0.23%-15.6pp | 4394.89%-4410.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,072 | $2,519-57.4% | $3,769-71.5% | $2,596-58.7% |
| Participant deferral / active EE | $7,107 | $5,901+20.4% | $6,952+2.2% | $4,027+76.5% |
| Admin fee / account holder | $6,539 | $5,637+16.0% | $6,731-2.9% | $5,403+21.0% |