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 | $48,934 | $84,487-42.1% | $125,339-61.0% | $66,914-26.9% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.0pp | 69.8%+20.6pp |
| Annual return | -11.30% | -8.39%-2.9pp | 572.05%-583.4pp | 1.58%-12.9pp |
| Employer contribution / active EE | $4,015 | $3,553+13.0% | $4,814-16.6% | $2,544+57.8% |
| Participant deferral / active EE | $7,704 | $6,781+13.6% | $7,446+3.5% | $4,237+81.8% |
| Admin fee / account holder | $3,416 | $685+398.6% | $10,010-65.9% | $593+475.8% |