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 | $40,010 | $57,354-30.2% | $83,848-52.3% | $64,186-37.7% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | -7.82% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,791 | $2,545-29.6% | $3,631-50.7% | $2,381-24.8% |
| Participant deferral / active EE | $3,747 | $2,993+25.2% | $4,082-8.2% | $3,470+8.0% |
| Admin fee / account holder | $1,357 | $4,046-66.5% | $5,478-75.2% | $4,888-72.2% |