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 | $42,525 | $57,354-25.9% | $83,848-49.3% | $64,186-33.7% |
| Participation rate | 97.6% | 68.6%+29.0pp | 76.1%+21.5pp | 69.6%+28.1pp |
| Annual return | -5.63% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $922 | $2,545-63.8% | $3,631-74.6% | $2,381-61.3% |
| Participant deferral / active EE | $3,116 | $2,993+4.1% | $4,082-23.7% | $3,470-10.2% |
| Admin fee / account holder | $3,871 | $4,046-4.3% | $5,478-29.3% | $4,888-20.8% |