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 | $37,652 | $50,958-26.1% | $74,550-49.5% | $64,186-41.3% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.1%+27.9pp | 69.6%+27.5pp |
| Annual return | -2.45% | -1.86%-0.6pp | 32.53%-35.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,044 | $1,115-6.4% | $1,961-46.8% | $2,381-56.2% |
| Participant deferral / active EE | $3,190 | $2,301+38.6% | $3,108+2.6% | $3,470-8.1% |
| Admin fee / account holder | $714 | $4,223-83.1% | $5,060-85.9% | $4,888-85.4% |