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 | $32,524 | $50,958-36.2% | $74,550-56.4% | $64,186-49.3% |
| Participation rate | 97.8% | 61.1%+36.8pp | 69.1%+28.7pp | 69.6%+28.3pp |
| Annual return | -6.52% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,269 | $1,115+103.5% | $1,961+15.7% | $2,381-4.7% |
| Participant deferral / active EE | $1,758 | $2,301-23.6% | $3,108-43.4% | $3,470-49.3% |
| Admin fee / account holder | $543 | $4,223-87.1% | $5,060-89.3% | $4,888-88.9% |