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 | $51,762 | $76,000-31.9% | $154,107-66.4% | $64,186-19.4% |
| Participation rate | 87.0% | 70.4%+16.6pp | 83.0%+4.0pp | 69.6%+17.5pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,559 | $3,351+6.2% | $5,298-32.8% | $2,381+49.5% |
| Participant deferral / active EE | $2,771 | $3,175-12.7% | $5,081-45.5% | $3,470-20.1% |
| Admin fee / account holder | $1,060 | $5,596-81.1% | $13,411-92.1% | $4,888-78.3% |