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 | $48,385 | $67,331-28.1% | $60,874-20.5% | $134,475-64.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.1%+11.5pp | 81.2%+3.4pp |
| Annual return | -14.01% | 49.93%-63.9pp | 16.90%-30.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,581 | $4,538+67.0% | $3,817+98.6% | $6,400+18.5% |
| Admin fee / account holder | $14,517 | $4,582+216.8% | $3,224+350.3% | $11,426+27.1% |