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 | $32,957 | $52,519-37.2% | $155,790-78.8% | $59,632-44.7% |
| Participation rate | 77.6% | 61.7%+15.9pp | 76.1%+1.5pp | 68.7%+9.0pp |
| Annual return | -0.36% | 53.51%-53.9pp | 71.54%-71.9pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,748 | $1,589+10.0% | $3,836-54.4% | $2,203-20.6% |
| Participant deferral / active EE | $2,946 | $3,084-4.5% | $4,797-38.6% | $3,192-7.7% |
| Admin fee / account holder | $2,473 | $3,540-30.1% | $7,478-66.9% | $4,297-42.5% |