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 | $36,110 | $57,354-37.0% | $83,848-56.9% | $64,186-43.7% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | -5.83% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,024 | $2,545+18.8% | $3,631-16.7% | $2,381+27.0% |
| Participant deferral / active EE | $4,450 | $2,993+48.7% | $4,082+9.0% | $3,470+28.3% |
| Admin fee / account holder | $3,050 | $4,046-24.6% | $5,478-44.3% | $4,888-37.6% |