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 | $35,234 | $50,958-30.9% | $74,550-52.7% | $64,186-45.1% |
| Participation rate | 87.2% | 61.1%+26.1pp | 69.1%+18.0pp | 69.6%+17.6pp |
| Annual return | -5.50% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,334 | $1,115+109.3% | $1,961+19.0% | $2,381-2.0% |
| Participant deferral / active EE | $4,045 | $2,301+75.8% | $3,108+30.1% | $3,470+16.6% |
| Admin fee / account holder | $2,255 | $4,223-46.6% | $5,060-55.4% | $4,888-53.9% |