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 | $32,974 | $50,958-35.3% | $74,550-55.8% | $64,186-48.6% |
| Participation rate | 86.1% | 61.1%+25.1pp | 69.1%+17.0pp | 69.6%+16.5pp |
| Annual return | -5.89% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,418 | $1,115+116.8% | $1,961+23.3% | $2,381+1.6% |
| Participant deferral / active EE | $4,664 | $2,301+102.7% | $3,108+50.1% | $3,470+34.4% |
| Admin fee / account holder | $5,712 | $4,223+35.3% | $5,060+12.9% | $4,888+16.8% |