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 | $59,622 | $54,350+9.7% | $82,719-27.9% | $68,494-13.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -14.12% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,530 | $2,218-31.0% | $3,009-49.1% | $2,596-41.1% |
| Participant deferral / active EE | $2,677 | $3,246-17.5% | $4,395-39.1% | $4,027-33.5% |
| Admin fee / account holder | $1,080 | $4,395-75.4% | $5,329-79.7% | $5,403-80.0% |