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 | $42,246 | $95,971-56.0% | $74,550-43.3% | $135,375-68.8% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -7.73% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,938 | $2,716-28.6% | $1,961-1.2% | $4,779-59.4% |
| Participant deferral / active EE | $3,027 | $3,843-21.2% | $3,108-2.6% | $5,609-46.0% |
| Admin fee / account holder | $3,769 | $6,522-42.2% | $5,060-25.5% | $10,827-65.2% |