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 9-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 | $41,315 | $32,117+28.6% | $71,086-41.9% | $64,186-35.6% |
| Participation rate | 79.3% | 42.7%+36.6pp | 54.7%+24.7pp | 69.6%+9.7pp |
| Annual return | -4.05% | -5.57%+1.5pp | 650.59%-654.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $904 | $712+26.9% | $1,088-16.9% | $2,381-62.0% |
| Participant deferral / active EE | $3,256 | $1,263+157.8% | $1,874+73.7% | $3,470-6.2% |
| Admin fee / account holder | $582 | $2,759-78.9% | $3,082-81.1% | $4,888-88.1% |