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 | $51,191 | $82,664-38.1% | $125,339-59.2% | $68,494-25.3% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,747 | $3,381-18.7% | $4,814-42.9% | $2,596+5.8% |
| Participant deferral / active EE | $8,122 | $6,110+32.9% | $7,446+9.1% | $4,027+101.7% |
| Admin fee / account holder | $570 | $6,275-90.9% | $10,010-94.3% | $5,403-89.5% |