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 | $37,449 | $50,958-26.5% | $74,550-49.8% | $64,186-41.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.94% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,304 | $1,115+16.9% | $1,961-33.5% | $2,381-45.2% |
| Participant deferral / active EE | $3,462 | $2,301+50.4% | $3,108+11.4% | $3,470-0.2% |
| Admin fee / account holder | $7,243 | $4,223+71.5% | $5,060+43.1% | $4,888+48.2% |