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 | $48,096 | $72,404-33.6% | $110,238-56.4% | $64,186-25.1% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -4.81% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,039 | $2,282-10.6% | $3,826-46.7% | $2,381-14.4% |
| Participant deferral / active EE | $3,775 | $3,469+8.8% | $4,672-19.2% | $3,470+8.8% |
| Admin fee / account holder | $7,849 | $5,664+38.6% | $8,547-8.2% | $4,888+60.6% |