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 | $30,642 | $50,958-39.9% | $74,550-58.9% | $64,186-52.3% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.1%+7.3pp | 69.6%+6.9pp |
| Annual return | -5.11% | -1.86%-3.3pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,581 | $1,115+41.8% | $1,961-19.4% | $2,381-33.6% |
| Participant deferral / active EE | $2,912 | $2,301+26.5% | $3,108-6.3% | $3,470-16.1% |
| Admin fee / account holder | $22,241 | $4,223+426.7% | $5,060+339.6% | $4,888+355.0% |