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 | $31,535 | $50,958-38.1% | $74,550-57.7% | $64,186-50.9% |
| Participation rate | 90.4% | 61.1%+29.3pp | 69.1%+21.2pp | 69.6%+20.8pp |
| Annual return | -4.22% | -1.86%-2.4pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,487 | $1,115+33.3% | $1,961-24.2% | $2,381-37.6% |
| Participant deferral / active EE | $2,014 | $2,301-12.5% | $3,108-35.2% | $3,470-41.9% |
| Admin fee / account holder | $1,962 | $4,223-53.5% | $5,060-61.2% | $4,888-59.9% |