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 | $35,465 | $50,958-30.4% | $74,550-52.4% | $64,186-44.7% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.1%+20.3pp | 69.6%+19.9pp |
| Annual return | -7.11% | -1.86%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $692 | $1,115-37.9% | $1,961-64.7% | $2,381-70.9% |
| Participant deferral / active EE | $3,434 | $2,301+49.2% | $3,108+10.5% | $3,470-1.0% |
| Admin fee / account holder | $6,645 | $4,223+57.4% | $5,060+31.3% | $4,888+36.0% |