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 | $39,179 | $57,354-31.7% | $83,848-53.3% | $64,186-39.0% |
| Participation rate | 79.2% | 68.6%+10.6pp | 76.1%+3.0pp | 69.6%+9.6pp |
| Annual return | -7.43% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,204 | $2,545-13.4% | $3,631-39.3% | $2,381-7.4% |
| Participant deferral / active EE | $6,017 | $2,993+101.0% | $4,082+47.4% | $3,470+73.4% |
| Admin fee / account holder | $13,646 | $4,046+237.3% | $5,478+149.1% | $4,888+179.2% |