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 | $40,002 | $50,958-21.5% | $74,550-46.3% | $64,186-37.7% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.1%+2.9pp | 69.6%+2.4pp |
| Annual return | -3.22% | -1.86%-1.4pp | 32.53%-35.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,425 | $1,115+27.8% | $1,961-27.3% | $2,381-40.1% |
| Participant deferral / active EE | $2,591 | $2,301+12.6% | $3,108-16.6% | $3,470-25.3% |
| Admin fee / account holder | $7,755 | $4,223+83.6% | $5,060+53.3% | $4,888+58.7% |