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 | $31,482 | $49,177-36.0% | $79,464-60.4% | $64,186-51.0% |
| Participation rate | 79.5% | 65.0%+14.5pp | 73.3%+6.1pp | 69.6%+9.9pp |
| Annual return | 7.17% | -1.16%+8.3pp | 718.14%-711.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $796 | $2,076-61.7% | $2,800-71.6% | $2,381-66.6% |
| Participant deferral / active EE | $3,444 | $2,821+22.1% | $3,704-7.0% | $3,470-0.7% |
| Admin fee / account holder | $4,328 | $3,839+12.7% | $5,113-15.4% | $4,888-11.5% |