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 | $36,223 | $64,707-44.0% | $112,228-67.7% | $68,494-47.1% |
| Participation rate | 79.5% | 67.2%+12.4pp | 75.1%+4.5pp | 67.9%+11.7pp |
| Annual return | -17.82% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,758 | $2,746+146.1% | $3,635+85.9% | $2,596+160.3% |
| Participant deferral / active EE | $1,996 | $3,565-44.0% | $4,728-57.8% | $4,027-50.4% |
| Admin fee / account holder | $2,210 | $5,232-57.8% | $6,410-65.5% | $5,403-59.1% |