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 | $36,524 | $50,958-28.3% | $74,550-51.0% | $64,186-43.1% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.1%+17.3pp | 69.6%+16.9pp |
| Annual return | -6.76% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,886 | $1,115+69.1% | $1,961-3.8% | $2,381-20.8% |
| Participant deferral / active EE | $3,480 | $2,301+51.2% | $3,108+12.0% | $3,470+0.3% |
| Admin fee / account holder | $4,051 | $4,223-4.1% | $5,060-19.9% | $4,888-17.1% |