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 | $48,267 | $66,302-27.2% | $110,238-56.2% | $56,287-14.2% |
| Participation rate | 89.0% | 74.9%+14.1pp | 79.8%+9.2pp | 69.9%+19.1pp |
| Annual return | -5.02% | -1.18%-3.8pp | 314.74%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,159 | $2,047-43.4% | $3,826-69.7% | $2,111-45.1% |
| Participant deferral / active EE | $2,309 | $3,381-31.7% | $4,672-50.6% | $3,350-31.1% |
| Admin fee / account holder | $8,823 | $698+1163.2% | $8,547+3.2% | $521+1593.7% |