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 | $39,440 | $57,354-31.2% | $83,848-53.0% | $64,186-38.6% |
| Participation rate | 79.5% | 68.6%+10.9pp | 76.1%+3.4pp | 69.6%+10.0pp |
| Annual return | -0.36% | 11.38%-11.7pp | 850.88%-851.2pp | 7.63%-8.0pp |
| Employer contribution / active EE | $1,687 | $2,545-33.7% | $3,631-53.5% | $2,381-29.2% |
| Participant deferral / active EE | $5,135 | $2,993+71.6% | $4,082+25.8% | $3,470+48.0% |
| Admin fee / account holder | $1,585 | $4,046-60.8% | $5,478-71.1% | $4,888-67.6% |