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 | $41,206 | $50,958-19.1% | $74,550-44.7% | $64,186-35.8% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.7pp | 69.6%+19.3pp |
| Annual return | -5.03% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,652 | $1,115+48.2% | $1,961-15.7% | $2,381-30.6% |
| Participant deferral / active EE | $4,547 | $2,301+97.6% | $3,108+46.3% | $3,470+31.1% |
| Admin fee / account holder | $4,638 | $4,223+9.8% | $5,060-8.3% | $4,888-5.1% |