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 | $29,617 | $27,641+7.1% | $61,373-51.7% | $68,494-56.8% |
| Participation rate | 82.8% | 39.5%+43.3pp | 52.6%+30.2pp | 67.9%+14.9pp |
| Annual return | -6.10% | -13.24%+7.1pp | 338.61%-344.7pp | -7.84%+1.7pp |
| Employer contribution / active EE | $1,637 | $695+135.3% | $1,159+41.2% | $2,596-37.0% |
| Participant deferral / active EE | $2,260 | $1,263+78.9% | $2,125+6.4% | $4,027-43.9% |
| Admin fee / account holder | $1,132 | $2,010-43.7% | $2,130-46.8% | $5,403-79.0% |