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 | $46,845 | $27,641+69.5% | $61,373-23.7% | $68,494-31.6% |
| Participation rate | 76.0% | 39.5%+36.5pp | 52.6%+23.4pp | 67.9%+8.1pp |
| Annual return | -11.32% | -13.24%+1.9pp | 338.61%-349.9pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,115 | $695+204.1% | $1,159+82.4% | $2,596-18.5% |
| Participant deferral / active EE | $717 | $1,263-43.2% | $2,125-66.2% | $4,027-82.2% |
| Admin fee / account holder | $6,241 | $2,010+210.5% | $2,130+193.1% | $5,403+15.5% |