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 | $37,896 | $62,586-39.4% | $76,768-50.6% | $64,186-41.0% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | -6.55% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,560 | $1,832-14.8% | $2,485-37.2% | $2,381-34.5% |
| Participant deferral / active EE | $1,600 | $3,145-49.1% | $3,852-58.5% | $3,470-53.9% |
| Admin fee / account holder | $10,390 | $4,667+122.6% | $6,675+55.7% | $4,888+112.6% |