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 | $53,139 | $72,404-26.6% | $110,238-51.8% | $64,186-17.2% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -4.82% | -6.29%+1.5pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,436 | $2,282+138.3% | $3,826+42.1% | $2,381+128.3% |
| Participant deferral / active EE | $2,515 | $3,469-27.5% | $4,672-46.2% | $3,470-27.5% |
| Admin fee / account holder | $27,056 | $5,664+377.6% | $8,547+216.5% | $4,888+453.5% |