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 | $44,694 | $43,723+2.2% | $121,196-63.1% | $64,186-30.4% |
| Participation rate | 84.4% | 58.3%+26.1pp | 71.7%+12.6pp | 69.6%+14.8pp |
| Annual return | -3.82% | 68.91%-72.7pp | 16.93%-20.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,837 | $1,296+41.7% | $4,022-54.3% | $2,381-22.9% |
| Participant deferral / active EE | $3,198 | $2,280+40.3% | $3,344-4.4% | $3,470-7.8% |
| Admin fee / account holder | $14,252 | $3,501+307.1% | $5,019+184.0% | $4,888+191.6% |