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 | $20,298 | $43,723-53.6% | $121,196-83.3% | $64,186-68.4% |
| Participation rate | 85.3% | 58.3%+27.0pp | 71.7%+13.5pp | 69.6%+15.7pp |
| Annual return | -0.12% | 68.91%-69.0pp | 16.93%-17.1pp | 7.63%-7.8pp |
| Employer contribution / active EE | $2,049 | $1,296+58.1% | $4,022-49.0% | $2,381-13.9% |
| Participant deferral / active EE | $3,453 | $2,280+51.5% | $3,344+3.2% | $3,470-0.5% |
| Admin fee / account holder | $898 | $3,501-74.4% | $5,019-82.1% | $4,888-81.6% |