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 | $36,955 | $57,354-35.6% | $83,848-55.9% | $64,186-42.4% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.3pp | 69.6%+14.8pp |
| Annual return | -7.14% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,171 | $2,545-14.7% | $3,631-40.2% | $2,381-8.8% |
| Participant deferral / active EE | $4,232 | $2,993+41.4% | $4,082+3.7% | $3,470+22.0% |
| Admin fee / account holder | $559 | $4,046-86.2% | $5,478-89.8% | $4,888-88.6% |