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 | $34,783 | $42,894-18.9% | $60,874-42.9% | $68,494-49.2% |
| Participation rate | 93.5% | 66.8%+26.8pp | 73.1%+20.4pp | 67.9%+25.7pp |
| Annual return | -9.41% | -13.98%+4.6pp | 16.90%-26.3pp | -7.84%-1.6pp |
| Employer contribution / active EE | $3,049 | $1,978+54.1% | $2,701+12.9% | $2,596+17.4% |
| Participant deferral / active EE | $2,197 | $2,867-23.4% | $3,817-42.4% | $4,027-45.5% |
| Admin fee / account holder | $355 | $3,101-88.5% | $3,224-89.0% | $5,403-93.4% |