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 | $42,591 | $57,354-25.7% | $83,848-49.2% | $64,186-33.6% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | -8.05% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,621 | $2,545-36.3% | $3,631-55.4% | $2,381-31.9% |
| Participant deferral / active EE | $4,662 | $2,993+55.8% | $4,082+14.2% | $3,470+34.4% |
| Admin fee / account holder | $1,305 | $4,046-67.7% | $5,478-76.2% | $4,888-73.3% |