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 | $52,556 | $95,971-45.2% | $74,550-29.5% | $135,375-61.2% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -7.73% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,011 | $2,716-62.8% | $1,961-48.4% | $4,779-78.8% |
| Participant deferral / active EE | $2,818 | $3,843-26.7% | $3,108-9.3% | $5,609-49.8% |
| Admin fee / account holder | $427 | $6,522-93.4% | $5,060-91.6% | $10,827-96.1% |