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 | $49,964 | $72,404-31.0% | $110,238-54.7% | $64,186-22.2% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.2pp |
| Annual return | -6.02% | -6.29%+0.3pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,068 | $2,282-53.2% | $3,826-72.1% | $2,381-55.1% |
| Participant deferral / active EE | $4,545 | $3,469+31.0% | $4,672-2.7% | $3,470+31.0% |
| Admin fee / account holder | $4,356 | $5,664-23.1% | $8,547-49.0% | $4,888-10.9% |