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 | $29,634 | $49,177-39.7% | $79,464-62.7% | $64,186-53.8% |
| Participation rate | 79.3% | 65.0%+14.3pp | 73.3%+6.0pp | 69.6%+9.7pp |
| Annual return | -7.78% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,514 | $2,076+21.1% | $2,800-10.2% | $2,381+5.6% |
| Participant deferral / active EE | $4,293 | $2,821+52.2% | $3,704+15.9% | $3,470+23.7% |
| Admin fee / account holder | $1,126 | $3,839-70.7% | $5,113-78.0% | $4,888-77.0% |