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 3-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 | $45,518 | $57,354-20.6% | $83,848-45.7% | $64,186-29.1% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.3pp | 69.6%+23.9pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,444 | $2,545-43.3% | $3,631-60.2% | $2,381-39.3% |
| Participant deferral / active EE | $3,203 | $2,993+7.0% | $4,082-21.5% | $3,470-7.7% |
| Admin fee / account holder | $3,920 | $4,046-3.1% | $5,478-28.4% | $4,888-19.8% |