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 | $33,788 | $56,484-40.2% | $169,463-80.1% | $64,186-47.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.09% | -1.55%-1.5pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,034 | $1,832+11.0% | $4,159-51.1% | $2,381-14.5% |
| Participant deferral / active EE | $6,346 | $3,448+84.0% | $5,277+20.3% | $3,470+82.9% |
| Admin fee / account holder | $1,008 | $4,174-75.8% | $9,109-88.9% | $4,888-79.4% |