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 | $38,844 | $50,958-23.8% | $74,550-47.9% | $64,186-39.5% |
| Participation rate | 86.1% | 61.1%+25.1pp | 69.1%+17.0pp | 69.6%+16.5pp |
| Annual return | 11.52% | -1.86%+13.4pp | 32.53%-21.0pp | 7.63%+3.9pp |
| Employer contribution / active EE | $2,218 | $1,115+98.9% | $1,961+13.1% | $2,381-6.8% |
| Participant deferral / active EE | $3,059 | $2,301+32.9% | $3,108-1.6% | $3,470-11.8% |
| Admin fee / account holder | $346 | $4,223-91.8% | $5,060-93.2% | $4,888-92.9% |