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 | $32,498 | $57,354-43.3% | $83,848-61.2% | $64,186-49.4% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | -3.12% | 11.38%-14.5pp | 850.88%-854.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,792 | $2,545-29.6% | $3,631-50.7% | $2,381-24.8% |
| Participant deferral / active EE | $6,184 | $2,993+106.6% | $4,082+51.5% | $3,470+78.2% |
| Admin fee / account holder | $7,569 | $4,046+87.1% | $5,478+38.2% | $4,888+54.9% |