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 | $63,044 | $95,971-34.3% | $74,550-15.4% | $135,375-53.4% |
| Participation rate | 85.0% | 75.7%+9.3pp | 69.1%+15.9pp | 82.6%+2.4pp |
| Annual return | -3.35% | 56.96%-60.3pp | 32.53%-35.9pp | 519.73%-523.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,126 | $3,843-44.7% | $3,108-31.6% | $5,609-62.1% |
| Admin fee / account holder | $32,254 | $6,522+394.6% | $5,060+537.5% | $10,827+197.9% |