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 | $32,622 | $50,958-36.0% | $74,550-56.2% | $64,186-49.2% |
| Participation rate | 74.3% | 61.1%+13.2pp | 69.1%+5.1pp | 69.6%+4.7pp |
| Annual return | -6.10% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,200 | $1,115+7.6% | $1,961-38.8% | $2,381-49.6% |
| Participant deferral / active EE | $2,852 | $2,301+23.9% | $3,108-8.2% | $3,470-17.8% |
| Admin fee / account holder | $2,490 | $4,223-41.0% | $5,060-50.8% | $4,888-49.0% |