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 | $34,302 | $69,010-50.3% | $159,960-78.6% | $68,494-49.9% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -15.06% | -9.65%-5.4pp | 408.60%-423.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,185 | $2,213-1.3% | $4,226-48.3% | $2,596-15.8% |
| Participant deferral / active EE | $4,108 | $4,212-2.5% | $6,182-33.6% | $4,027+2.0% |
| Admin fee / account holder | $8,303 | $4,798+73.1% | $8,698-4.5% | $5,403+53.7% |