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 | $29,312 | $45,863-36.1% | $77,024-61.9% | $68,494-57.2% |
| Participation rate | 88.9% | 55.9%+33.0pp | 67.9%+21.0pp | 67.9%+21.0pp |
| Annual return | -8.70% | 1.72%-10.4pp | 42.32%-51.0pp | -7.84%-0.9pp |
| Employer contribution / active EE | $2,040 | $1,650+23.6% | $2,812-27.5% | $2,596-21.4% |
| Participant deferral / active EE | $5,616 | $2,962+89.6% | $4,426+26.9% | $4,027+39.5% |
| Admin fee / account holder | $8,863 | $3,041+191.5% | $5,425+63.4% | $5,403+64.0% |