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 | $41,375 | $50,958-18.8% | $74,550-44.5% | $64,186-35.5% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.1%+24.6pp | 69.6%+24.2pp |
| Annual return | -7.17% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,927 | $1,115+252.1% | $1,961+100.3% | $2,381+64.9% |
| Participant deferral / active EE | $3,141 | $2,301+36.5% | $3,108+1.1% | $3,470-9.5% |
| Admin fee / account holder | $1,777 | $4,223-57.9% | $5,060-64.9% | $4,888-63.6% |