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 | $36,009 | $43,723-17.6% | $121,196-70.3% | $64,186-43.9% |
| Participation rate | 79.4% | 58.3%+21.1pp | 71.7%+7.7pp | 69.6%+9.8pp |
| Annual return | -7.42% | 68.91%-76.3pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,883 | $1,296+122.4% | $4,022-28.3% | $2,381+21.1% |
| Participant deferral / active EE | $5,989 | $2,280+162.7% | $3,344+79.1% | $3,470+72.6% |
| Admin fee / account holder | $314 | $3,501-91.0% | $5,019-93.7% | $4,888-93.6% |