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 | $28,324 | $54,350-47.9% | $82,719-65.8% | $68,494-58.6% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -19.29% | -13.67%-5.6pp | 701.18%-720.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,513 | $2,218+13.3% | $3,009-16.5% | $2,596-3.2% |
| Participant deferral / active EE | $5,215 | $3,246+60.6% | $4,395+18.7% | $4,027+29.5% |
| Admin fee / account holder | $1,083 | $4,395-75.4% | $5,329-79.7% | $5,403-80.0% |