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 8-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 | $27,855 | $46,674-40.3% | $117,472-76.3% | $68,494-59.3% |
| Participation rate | 83.6% | 56.8%+26.8pp | 70.6%+13.0pp | 67.9%+15.7pp |
| Annual return | 10.21% | -14.52%+24.7pp | 29.74%-19.5pp | -7.84%+18.1pp |
| Employer contribution / active EE | $1,599 | $1,505+6.3% | $4,176-61.7% | $2,596-38.4% |
| Participant deferral / active EE | $3,236 | $2,636+22.7% | $4,070-20.5% | $4,027-19.6% |
| Admin fee / account holder | $746 | $4,020-81.4% | $5,645-86.8% | $5,403-86.2% |