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 | $49,142 | $72,404-32.1% | $110,238-55.4% | $64,186-23.4% |
| Participation rate | 88.7% | 73.3%+15.3pp | 79.8%+8.9pp | 69.6%+19.1pp |
| Annual return | -4.02% | -6.29%+2.3pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,673 | $2,282-26.7% | $3,826-56.3% | $2,381-29.7% |
| Participant deferral / active EE | $2,837 | $3,469-18.2% | $4,672-39.3% | $3,470-18.2% |
| Admin fee / account holder | $6,682 | $5,664+18.0% | $8,547-21.8% | $4,888+36.7% |