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 | $52,842 | $62,586-15.6% | $76,768-31.2% | $64,186-17.7% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.5pp | 69.6%+11.9pp |
| Annual return | 12.54% | -1.95%+14.5pp | 2.43%+10.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $2,609 | $1,832+42.4% | $2,485+5.0% | $2,381+9.6% |
| Participant deferral / active EE | $5,123 | $3,145+62.9% | $3,852+33.0% | $3,470+47.7% |
| Admin fee / account holder | $625 | $4,667-86.6% | $6,675-90.6% | $4,888-87.2% |