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 | $37,038 | $50,958-27.3% | $74,550-50.3% | $64,186-42.3% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.1%+5.2pp | 69.6%+4.8pp |
| Annual return | -5.69% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,403 | $1,115+25.8% | $1,961-28.4% | $2,381-41.1% |
| Participant deferral / active EE | $4,185 | $2,301+81.9% | $3,108+34.7% | $3,470+20.6% |
| Admin fee / account holder | $1,421 | $4,223-66.3% | $5,060-71.9% | $4,888-70.9% |