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 | $33,987 | $92,222-63.1% | $76,768-55.7% | $135,375-74.9% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -7.14% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,109 | $3,216-34.4% | $2,485-15.1% | $4,779-55.9% |
| Participant deferral / active EE | $4,373 | $4,509-3.0% | $3,852+13.6% | $5,609-22.0% |
| Admin fee / account holder | $459 | $10,748-95.7% | $6,675-93.1% | $10,827-95.8% |