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 | $46,236 | $45,152+2.4% | $73,843-37.4% | $59,632-22.5% |
| Participation rate | 70.0% | 64.0%+6.0pp | 73.4%-3.4pp | 68.7%+1.3pp |
| Annual return | -0.77% | 27.40%-28.2pp | 2267.84%-2268.6pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,097 | $1,902-42.3% | $2,787-60.6% | $2,203-50.2% |
| Participant deferral / active EE | $1,691 | $2,574-34.3% | $3,583-52.8% | $3,192-47.0% |
| Admin fee / account holder | $2,105 | $3,516-40.1% | $4,880-56.9% | $4,297-51.0% |