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 7-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 | $48,929 | $54,350-10.0% | $82,719-40.8% | $68,494-28.6% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -14.44% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,452 | $2,218-34.5% | $3,009-51.7% | $2,596-44.1% |
| Participant deferral / active EE | $3,907 | $3,246+20.4% | $4,395-11.1% | $4,027-3.0% |
| Admin fee / account holder | $7,095 | $4,395+61.4% | $5,329+33.1% | $5,403+31.3% |