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 | $32,670 | $57,354-43.0% | $83,848-61.0% | $64,186-49.1% |
| Participation rate | 84.8% | 68.6%+16.2pp | 76.1%+8.7pp | 69.6%+15.3pp |
| Annual return | -8.23% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,805 | $2,545-29.1% | $3,631-50.3% | $2,381-24.2% |
| Participant deferral / active EE | $3,668 | $2,993+22.5% | $4,082-10.1% | $3,470+5.7% |
| Admin fee / account holder | $543 | $4,046-86.6% | $5,478-90.1% | $4,888-88.9% |