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 | $32,567 | $57,354-43.2% | $83,848-61.2% | $64,186-49.3% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | -6.25% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,292 | $2,545-9.9% | $3,631-36.9% | $2,381-3.7% |
| Participant deferral / active EE | $3,936 | $2,993+31.5% | $4,082-3.6% | $3,470+13.5% |
| Admin fee / account holder | $3,585 | $4,046-11.4% | $5,478-34.5% | $4,888-26.6% |