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 | $35,554 | $56,484-37.1% | $169,463-79.0% | $64,186-44.6% |
| Participation rate | 81.5% | 64.5%+16.9pp | 77.8%+3.7pp | 69.6%+11.9pp |
| Annual return | -7.79% | -1.55%-6.2pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $4,117 | $1,832+124.7% | $4,159-1.0% | $2,381+72.9% |
| Participant deferral / active EE | $7,693 | $3,448+123.1% | $5,277+45.8% | $3,470+121.7% |
| Admin fee / account holder | $11,291 | $4,174+170.5% | $9,109+24.0% | $4,888+131.0% |