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 | $47,853 | $54,350-12.0% | $82,719-42.2% | $68,494-30.1% |
| Participation rate | 77.4% | 63.9%+13.5pp | 72.6%+4.9pp | 67.9%+9.5pp |
| Annual return | -15.50% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,962 | $2,218+33.5% | $3,009-1.6% | $2,596+14.1% |
| Participant deferral / active EE | $4,660 | $3,246+43.5% | $4,395+6.0% | $4,027+15.7% |
| Admin fee / account holder | $14,577 | $4,395+231.6% | $5,329+173.5% | $5,403+169.8% |