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 | $43,776 | $57,354-23.7% | $83,848-47.8% | $64,186-31.8% |
| Participation rate | 92.9% | 68.6%+24.2pp | 76.1%+16.7pp | 69.6%+23.3pp |
| Annual return | -6.30% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,697 | $2,545-33.3% | $3,631-53.3% | $2,381-28.7% |
| Participant deferral / active EE | $4,468 | $2,993+49.3% | $4,082+9.5% | $3,470+28.8% |
| Admin fee / account holder | $711 | $4,046-82.4% | $5,478-87.0% | $4,888-85.4% |