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 | $48,785 | $57,354-14.9% | $83,848-41.8% | $64,186-24.0% |
| Participation rate | 80.5% | 68.6%+11.9pp | 76.1%+4.3pp | 69.6%+10.9pp |
| Annual return | -8.29% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $11,746 | $2,545+361.5% | $3,631+223.5% | $2,381+393.4% |
| Participant deferral / active EE | $2,356 | $2,993-21.3% | $4,082-42.3% | $3,470-32.1% |
| Admin fee / account holder | $4,952 | $4,046+22.4% | $5,478-9.6% | $4,888+1.3% |