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 | $33,295 | $57,354-41.9% | $83,848-60.3% | $64,186-48.1% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+21.9pp | 69.6%+28.5pp |
| Annual return | -7.45% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,877 | $2,545+13.0% | $3,631-20.8% | $2,381+20.8% |
| Participant deferral / active EE | $2,941 | $2,993-1.8% | $4,082-28.0% | $3,470-15.2% |
| Admin fee / account holder | $2,144 | $4,046-47.0% | $5,478-60.9% | $4,888-56.1% |