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 | $64,028 | $72,404-11.6% | $110,238-41.9% | $64,186-0.2% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | -6.97% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,595 | $2,282-30.1% | $3,826-58.3% | $2,381-33.0% |
| Participant deferral / active EE | $4,402 | $3,469+26.9% | $4,672-5.8% | $3,470+26.9% |
| Admin fee / account holder | $5,755 | $5,664+1.6% | $8,547-32.7% | $4,888+17.7% |