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 | $47,669 | $54,350-12.3% | $82,719-42.4% | $68,494-30.4% |
| Participation rate | 80.5% | 63.9%+16.6pp | 72.6%+7.9pp | 67.9%+12.6pp |
| Annual return | -12.88% | -13.67%+0.8pp | 701.18%-714.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,743 | $2,218-21.4% | $3,009-42.1% | $2,596-32.9% |
| Participant deferral / active EE | $2,415 | $3,246-25.6% | $4,395-45.0% | $4,027-40.0% |
| Admin fee / account holder | $5,671 | $4,395+29.0% | $5,329+6.4% | $5,403+5.0% |