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 | $47,432 | $90,600-47.6% | $79,464-40.3% | $135,375-65.0% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -7.88% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,595 | $3,068-48.0% | $2,800-43.1% | $4,779-66.6% |
| Participant deferral / active EE | $3,658 | $4,050-9.7% | $3,704-1.2% | $5,609-34.8% |
| Admin fee / account holder | $9,753 | $5,907+65.1% | $5,113+90.8% | $10,827-9.9% |