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 | $29,699 | $50,958-41.7% | $74,550-60.2% | $64,186-53.7% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.1%+27.0pp | 69.6%+26.6pp |
| Annual return | -7.50% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,451 | $1,115+30.1% | $1,961-26.0% | $2,381-39.0% |
| Participant deferral / active EE | $1,164 | $2,301-49.4% | $3,108-62.6% | $3,470-66.5% |
| Admin fee / account holder | $558 | $4,223-86.8% | $5,060-89.0% | $4,888-88.6% |