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 | $43,379 | $50,958-14.9% | $74,550-41.8% | $64,186-32.4% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.1%+7.3pp | 69.6%+6.9pp |
| Annual return | -6.89% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $509 | $1,115-54.4% | $1,961-74.1% | $2,381-78.6% |
| Participant deferral / active EE | $2,737 | $2,301+18.9% | $3,108-11.9% | $3,470-21.1% |
| Admin fee / account holder | $1,076 | $4,223-74.5% | $5,060-78.7% | $4,888-78.0% |