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 | $79,834 | $72,404+10.3% | $110,238-27.6% | $64,186+24.4% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | -6.31% | -6.29%0pp | 314.74%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,015 | $2,282-55.5% | $3,826-73.5% | $2,381-57.4% |
| Participant deferral / active EE | $5,401 | $3,469+55.7% | $4,672+15.6% | $3,470+55.7% |
| Admin fee / account holder | $838 | $5,664-85.2% | $8,547-90.2% | $4,888-82.8% |