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 | $47,323 | $50,958-7.1% | $74,550-36.5% | $64,186-26.3% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.1%+12.1pp | 69.6%+11.7pp |
| Annual return | -4.40% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,720 | $1,115+233.6% | $1,961+89.7% | $2,381+56.3% |
| Participant deferral / active EE | $1,997 | $2,301-13.2% | $3,108-35.7% | $3,470-42.4% |
| Admin fee / account holder | $1,078 | $4,223-74.5% | $5,060-78.7% | $4,888-78.0% |