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 | $37,585 | $49,177-23.6% | $79,464-52.7% | $64,186-41.4% |
| Participation rate | 89.7% | 65.0%+24.6pp | 73.3%+16.3pp | 69.6%+20.1pp |
| Annual return | -3.98% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,343 | $2,076-35.3% | $2,800-52.0% | $2,381-43.6% |
| Participant deferral / active EE | $1,984 | $2,821-29.7% | $3,704-46.4% | $3,470-42.8% |
| Admin fee / account holder | $1,165 | $3,839-69.6% | $5,113-77.2% | $4,888-76.2% |