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 | $51,948 | $95,971-45.9% | $74,550-30.3% | $135,375-61.6% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -7.04% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,812 | $2,716+3.5% | $1,961+43.4% | $4,779-41.1% |
| Participant deferral / active EE | $5,360 | $3,843+39.5% | $3,108+72.5% | $5,609-4.4% |
| Admin fee / account holder | $568 | $6,522-91.3% | $5,060-88.8% | $10,827-94.8% |