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 | $25,859 | $53,596-51.8% | $90,645-71.5% | $64,186-59.7% |
| Participation rate | 92.6% | 64.5%+28.1pp | 74.0%+18.6pp | 69.6%+23.0pp |
| Annual return | -7.13% | 4.41%-11.5pp | 1.88%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,865 | $1,503+24.1% | $2,532-26.3% | $2,381-21.7% |
| Participant deferral / active EE | $3,921 | $2,459+59.5% | $3,425+14.5% | $3,470+13.0% |
| Admin fee / account holder | $457 | $3,868-88.2% | $4,994-90.9% | $4,888-90.7% |