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 | $34,204 | $54,350-37.1% | $82,719-58.7% | $68,494-50.1% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -17.19% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,881 | $2,218-15.2% | $3,009-37.5% | $2,596-27.6% |
| Participant deferral / active EE | $4,839 | $3,246+49.1% | $4,395+10.1% | $4,027+20.2% |
| Admin fee / account holder | $11,607 | $4,395+164.1% | $5,329+117.8% | $5,403+114.8% |