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 | $38,938 | $43,723-10.9% | $121,196-67.9% | $64,186-39.3% |
| Participation rate | 85.2% | 58.3%+26.9pp | 71.7%+13.4pp | 69.6%+15.6pp |
| Annual return | -7.41% | 68.91%-76.3pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,884 | $1,296+45.3% | $4,022-53.2% | $2,381-20.9% |
| Participant deferral / active EE | $3,555 | $2,280+55.9% | $3,344+6.3% | $3,470+2.5% |
| Admin fee / account holder | $1,696 | $3,501-51.5% | $5,019-66.2% | $4,888-65.3% |