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 | $21,936 | $50,958-57.0% | $74,550-70.6% | $64,186-65.8% |
| Participation rate | 77.1% | 61.1%+16.1pp | 69.1%+8.0pp | 69.6%+7.6pp |
| Annual return | -7.05% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,025 | $1,115+81.5% | $1,961+3.2% | $2,381-15.0% |
| Participant deferral / active EE | $2,819 | $2,301+22.5% | $3,108-9.3% | $3,470-18.8% |
| Admin fee / account holder | $5,210 | $4,223+23.4% | $5,060+3.0% | $4,888+6.6% |