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 | $55,418 | $72,404-23.5% | $110,238-49.7% | $64,186-13.7% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | -6.49% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,846 | $2,282-19.1% | $3,826-51.8% | $2,381-22.5% |
| Participant deferral / active EE | $4,748 | $3,469+36.8% | $4,672+1.6% | $3,470+36.8% |
| Admin fee / account holder | $1,960 | $5,664-65.4% | $8,547-77.1% | $4,888-59.9% |