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 | $38,349 | $50,958-24.7% | $74,550-48.6% | $64,186-40.3% |
| Participation rate | 92.6% | 61.1%+31.5pp | 69.1%+23.4pp | 69.6%+23.0pp |
| Annual return | -5.61% | -1.86%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,805 | $1,115+151.5% | $1,961+43.0% | $2,381+17.8% |
| Participant deferral / active EE | $6,500 | $2,301+182.4% | $3,108+109.1% | $3,470+87.4% |
| Admin fee / account holder | $8,863 | $4,223+109.9% | $5,060+75.2% | $4,888+81.3% |