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 | $30,768 | $57,354-46.4% | $83,848-63.3% | $64,186-52.1% |
| Participation rate | 81.1% | 68.6%+12.5pp | 76.1%+4.9pp | 69.6%+11.5pp |
| Annual return | -4.98% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,218 | $2,545+26.4% | $3,631-11.4% | $2,381+35.1% |
| Participant deferral / active EE | $2,513 | $2,993-16.0% | $4,082-38.4% | $3,470-27.6% |
| Admin fee / account holder | $1,011 | $4,046-75.0% | $5,478-81.5% | $4,888-79.3% |