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 | $37,873 | $72,404-47.7% | $110,238-65.6% | $64,186-41.0% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | -5.06% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,421 | $2,282-37.7% | $3,826-62.9% | $2,381-40.3% |
| Participant deferral / active EE | $2,453 | $3,469-29.3% | $4,672-47.5% | $3,470-29.3% |
| Admin fee / account holder | $13,356 | $5,664+135.8% | $8,547+56.3% | $4,888+173.2% |