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 9-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 | $34,227 | $45,863-25.4% | $77,024-55.6% | $68,494-50.0% |
| Participation rate | 96.8% | 55.9%+40.9pp | 67.9%+28.9pp | 67.9%+28.9pp |
| Annual return | -19.17% | 1.72%-20.9pp | 42.32%-61.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,298 | $1,650+160.6% | $2,812+52.8% | $2,596+65.6% |
| Participant deferral / active EE | $3,469 | $2,962+17.1% | $4,426-21.6% | $4,027-13.9% |
| Admin fee / account holder | $574 | $3,041-81.1% | $5,425-89.4% | $5,403-89.4% |