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 | $32,195 | $49,177-34.5% | $79,464-59.5% | $64,186-49.8% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | -4.79% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,039 | $2,076-50.0% | $2,800-62.9% | $2,381-56.4% |
| Participant deferral / active EE | $2,588 | $2,821-8.3% | $3,704-30.1% | $3,470-25.4% |
| Admin fee / account holder | $803 | $3,839-79.1% | $5,113-84.3% | $4,888-83.6% |