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 | $32,568 | $57,354-43.2% | $83,848-61.2% | $64,186-49.3% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -6.38% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,665 | $2,545+4.7% | $3,631-26.6% | $2,381+11.9% |
| Participant deferral / active EE | $2,460 | $2,993-17.8% | $4,082-39.7% | $3,470-29.1% |
| Admin fee / account holder | $1,716 | $4,046-57.6% | $5,478-68.7% | $4,888-64.9% |