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 7-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 | $26,811 | $72,177-62.9% | $115,037-76.7% | $59,632-55.0% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | -0.68% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $3,346 | $2,841+17.8% | $4,608-27.4% | $2,203+51.9% |
| Participant deferral / active EE | $7,363 | $4,783+54.0% | $6,026+22.2% | $3,192+130.7% |
| Admin fee / account holder | $665 | $4,927-86.5% | $8,175-91.9% | $4,297-84.5% |