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 | $50,344 | $61,774-18.5% | $97,226-48.2% | $80,856-37.7% |
| Participation rate | 75.7% | 63.5%+12.2pp | 72.7%+3.0pp | 67.6%+8.0pp |
| Annual return | 13.97% | -557.90%+571.9pp | 75.13%-61.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,762 | $1,837-4.1% | $2,729-35.4% | $2,755-36.0% |
| Participant deferral / active EE | $2,011 | $3,029-33.6% | $4,264-52.8% | $4,296-53.2% |
| Admin fee / account holder | $7,239 | $5,166+40.1% | $5,654+28.0% | $6,918+4.6% |