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 | $49,000 | $42,383+15.6% | $76,523-36.0% | $64,186-23.7% |
| Participation rate | 77.6% | 58.1%+19.5pp | 68.0%+9.6pp | 69.6%+8.1pp |
| Annual return | -6.79% | -16.54%+9.7pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $460 | $1,563-70.6% | $2,647-82.6% | $2,381-80.7% |
| Participant deferral / active EE | $4,061 | $2,566+58.2% | $3,835+5.9% | $3,470+17.1% |
| Admin fee / account holder | $3,707 | $3,198+15.9% | $4,848-23.5% | $4,888-24.2% |