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 | $49,841 | $54,350-8.3% | $82,719-39.7% | $68,494-27.2% |
| Participation rate | 71.4% | 63.9%+7.5pp | 72.6%-1.1pp | 67.9%+3.5pp |
| Annual return | -14.11% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,512 | $2,218+13.3% | $3,009-16.5% | $2,596-3.2% |
| Participant deferral / active EE | $3,567 | $3,246+9.9% | $4,395-18.8% | $4,027-11.4% |
| Admin fee / account holder | $11,208 | $4,395+155.0% | $5,329+110.3% | $5,403+107.4% |