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 | $51,242 | $105,860-51.6% | $90,749-43.5% | $134,475-61.9% |
| Participation rate | 82.6% | 78.2%+4.4pp | 75.7%+6.9pp | 81.2%+1.4pp |
| Annual return | -11.65% | -11.01%-0.6pp | -12.16%+0.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,610 | $3,462-53.5% | $2,921-44.9% | $4,740-66.0% |
| Participant deferral / active EE | $3,730 | $5,216-28.5% | $4,564-18.3% | $6,400-41.7% |
| Admin fee / account holder | $32,797 | $13,938+135.3% | $8,445+288.4% | $11,426+187.0% |