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 | $50,423 | $72,404-30.4% | $110,238-54.3% | $64,186-21.4% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -6.10% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,481 | $2,282-35.1% | $3,826-61.3% | $2,381-37.8% |
| Participant deferral / active EE | $3,444 | $3,469-0.7% | $4,672-26.3% | $3,470-0.7% |
| Admin fee / account holder | $3,018 | $5,664-46.7% | $8,547-64.7% | $4,888-38.2% |