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 | $43,126 | $49,177-12.3% | $79,464-45.7% | $64,186-32.8% |
| Participation rate | 86.8% | 65.0%+21.8pp | 73.3%+13.4pp | 69.6%+17.2pp |
| Annual return | 10.36% | -1.16%+11.5pp | 718.14%-707.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,226 | $2,076-41.0% | $2,800-56.2% | $2,381-48.5% |
| Participant deferral / active EE | $3,627 | $2,821+28.6% | $3,704-2.1% | $3,470+4.5% |
| Admin fee / account holder | $2,248 | $3,839-41.5% | $5,113-56.0% | $4,888-54.0% |