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 | $37,514 | $57,354-34.6% | $83,848-55.3% | $64,186-41.6% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -4.89% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,452 | $2,545+35.6% | $3,631-4.9% | $2,381+45.0% |
| Participant deferral / active EE | $1,718 | $2,993-42.6% | $4,082-57.9% | $3,470-50.5% |
| Admin fee / account holder | $11,276 | $4,046+178.7% | $5,478+105.8% | $4,888+130.7% |