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 | $56,846 | $72,404-21.5% | $110,238-48.4% | $64,186-11.4% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.6%+15.8pp |
| Annual return | -6.58% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,456 | $2,282-36.2% | $3,826-62.0% | $2,381-38.9% |
| Participant deferral / active EE | $4,060 | $3,469+17.0% | $4,672-13.1% | $3,470+17.0% |
| Admin fee / account holder | $2,707 | $5,664-52.2% | $8,547-68.3% | $4,888-44.6% |