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 | $40,197 | $50,958-21.1% | $74,550-46.1% | $64,186-37.4% |
| Participation rate | 81.7% | 61.1%+20.6pp | 69.1%+12.5pp | 69.6%+12.1pp |
| Annual return | -7.01% | -1.86%-5.2pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,398 | $1,115+25.3% | $1,961-28.7% | $2,381-41.3% |
| Participant deferral / active EE | $2,866 | $2,301+24.5% | $3,108-7.8% | $3,470-17.4% |
| Admin fee / account holder | $3,436 | $4,223-18.6% | $5,060-32.1% | $4,888-29.7% |