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 | $37,914 | $43,327-12.5% | $59,878-36.7% | $64,186-40.9% |
| Participation rate | 85.7% | 69.2%+16.5pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | -6.28% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,055 | $2,028+50.6% | $2,722+12.2% | $2,381+28.3% |
| Participant deferral / active EE | $7,680 | $2,546+201.7% | $3,402+125.8% | $3,470+121.4% |
| Admin fee / account holder | $611 | $3,005-79.7% | $3,590-83.0% | $4,888-87.5% |