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 | $48,565 | $54,350-10.6% | $82,719-41.3% | $68,494-29.1% |
| Participation rate | 91.1% | 63.9%+27.2pp | 72.6%+18.6pp | 67.9%+23.2pp |
| Annual return | -16.07% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,468 | $2,218+56.3% | $3,009+15.2% | $2,596+33.6% |
| Participant deferral / active EE | $2,625 | $3,246-19.1% | $4,395-40.3% | $4,027-34.8% |
| Admin fee / account holder | $774 | $4,395-82.4% | $5,329-85.5% | $5,403-85.7% |