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 | $42,261 | $57,354-26.3% | $83,848-49.6% | $64,186-34.2% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -7.58% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,318 | $2,545-48.2% | $3,631-63.7% | $2,381-44.6% |
| Participant deferral / active EE | $2,142 | $2,993-28.4% | $4,082-47.5% | $3,470-38.3% |
| Admin fee / account holder | $599 | $4,046-85.2% | $5,478-89.1% | $4,888-87.7% |