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 | $35,295 | $57,354-38.5% | $83,848-57.9% | $64,186-45.0% |
| Participation rate | 92.6% | 68.6%+24.0pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | -7.54% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,220 | $2,545-12.8% | $3,631-38.9% | $2,381-6.7% |
| Participant deferral / active EE | $2,696 | $2,993-9.9% | $4,082-34.0% | $3,470-22.3% |
| Admin fee / account holder | $5,584 | $4,046+38.0% | $5,478+1.9% | $4,888+14.2% |