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 | $64,440 | $59,107+9.0% | $86,436-25.4% | $68,494-5.9% |
| Participation rate | 75.5% | 75.2%+0.2pp | 80.3%-4.9pp | 67.9%+7.6pp |
| Annual return | -15.46% | -0.23%-15.2pp | 4394.89%-4410.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $978 | $2,519-61.2% | $3,769-74.0% | $2,596-62.3% |
| Participant deferral / active EE | $3,053 | $5,901-48.3% | $6,952-56.1% | $4,027-24.2% |
| Admin fee / account holder | $52,009 | $5,637+822.7% | $6,731+672.7% | $5,403+862.6% |