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 | $36,747 | $57,354-35.9% | $83,848-56.2% | $64,186-42.7% |
| Participation rate | 82.4% | 68.6%+13.7pp | 76.1%+6.2pp | 69.6%+12.8pp |
| Annual return | -7.79% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,315 | $2,545-48.3% | $3,631-63.8% | $2,381-44.8% |
| Participant deferral / active EE | $2,336 | $2,993-22.0% | $4,082-42.8% | $3,470-32.7% |
| Admin fee / account holder | $892 | $4,046-78.0% | $5,478-83.7% | $4,888-81.8% |