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 | $52,717 | $69,010-23.6% | $159,960-67.0% | $68,494-23.0% |
| Participation rate | 96.7% | 65.4%+31.3pp | 78.0%+18.7pp | 67.9%+28.8pp |
| Annual return | -18.52% | -9.65%-8.9pp | 408.60%-427.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,770 | $2,213+70.3% | $4,226-10.8% | $2,596+45.2% |
| Participant deferral / active EE | $6,110 | $4,212+45.1% | $6,182-1.2% | $4,027+51.7% |
| Admin fee / account holder | $1,743 | $4,798-63.7% | $8,698-80.0% | $5,403-67.7% |