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 | $62,152 | $54,350+14.4% | $82,719-24.9% | $68,494-9.3% |
| Participation rate | 74.0% | 63.9%+10.1pp | 72.6%+1.4pp | 67.9%+6.1pp |
| Annual return | -15.70% | -13.67%-2.0pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,744 | $2,218-21.4% | $3,009-42.0% | $2,596-32.8% |
| Participant deferral / active EE | $6,616 | $3,246+103.8% | $4,395+50.5% | $4,027+64.3% |
| Admin fee / account holder | $1,386 | $4,395-68.5% | $5,329-74.0% | $5,403-74.3% |