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 | $37,574 | $57,354-34.5% | $83,848-55.2% | $64,186-41.5% |
| Participation rate | 79.5% | 68.6%+10.9pp | 76.1%+3.4pp | 69.6%+10.0pp |
| Annual return | -7.70% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,907 | $2,545+14.2% | $3,631-19.9% | $2,381+22.1% |
| Participant deferral / active EE | $3,695 | $2,993+23.5% | $4,082-9.5% | $3,470+6.5% |
| Admin fee / account holder | $2,852 | $4,046-29.5% | $5,478-47.9% | $4,888-41.7% |