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 | $47,775 | $59,107-19.2% | $86,436-44.7% | $68,494-30.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 80.3%-7.6pp | 67.9%+4.8pp |
| Annual return | -13.26% | -0.23%-13.0pp | 4394.89%-4408.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,743 | $2,519-30.8% | $3,769-53.8% | $2,596-32.9% |
| Participant deferral / active EE | $5,754 | $5,901-2.5% | $6,952-17.2% | $4,027+42.9% |
| Admin fee / account holder | $1,063 | $5,637-81.1% | $6,731-84.2% | $5,403-80.3% |