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 | $49,164 | $49,1770% | $79,464-38.1% | $64,186-23.4% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -4.83% | -1.16%-3.7pp | 718.14%-723.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,993 | $2,076-4.0% | $2,800-28.8% | $2,381-16.3% |
| Participant deferral / active EE | $4,400 | $2,821+56.0% | $3,704+18.8% | $3,470+26.8% |
| Admin fee / account holder | $3,576 | $3,839-6.8% | $5,113-30.1% | $4,888-26.8% |