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 9-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 | $27,012 | $53,596-49.6% | $90,645-70.2% | $64,186-57.9% |
| Participation rate | 87.7% | 64.5%+23.2pp | 74.0%+13.7pp | 69.6%+18.1pp |
| Annual return | -7.17% | 4.41%-11.6pp | 1.88%-9.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,077 | $1,503+38.2% | $2,532-18.0% | $2,381-12.8% |
| Participant deferral / active EE | $3,724 | $2,459+51.5% | $3,425+8.7% | $3,470+7.3% |
| Admin fee / account holder | $2,881 | $3,868-25.5% | $4,994-42.3% | $4,888-41.1% |