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 | $61,272 | $72,404-15.4% | $110,238-44.4% | $64,186-4.5% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.1pp |
| Annual return | -3.36% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,004 | $2,282-12.2% | $3,826-47.6% | $2,381-15.8% |
| Participant deferral / active EE | $2,521 | $3,469-27.3% | $4,672-46.0% | $3,470-27.3% |
| Admin fee / account holder | $17,285 | $5,664+205.1% | $8,547+102.2% | $4,888+253.6% |