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 | $63,197 | $72,404-12.7% | $110,238-42.7% | $64,186-1.5% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | -6.46% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,167 | $2,282-48.9% | $3,826-69.5% | $2,381-51.0% |
| Participant deferral / active EE | $4,938 | $3,469+42.3% | $4,672+5.7% | $3,470+42.3% |
| Admin fee / account holder | $7,075 | $5,664+24.9% | $8,547-17.2% | $4,888+44.7% |