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 | $25,069 | $62,586-59.9% | $76,768-67.3% | $64,186-60.9% |
| Participation rate | 81.1% | 72.8%+8.3pp | 77.0%+4.2pp | 69.6%+11.6pp |
| Annual return | -2.67% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,269 | $1,832+78.4% | $2,485+31.5% | $2,381+37.3% |
| Participant deferral / active EE | $5,171 | $3,145+64.5% | $3,852+34.3% | $3,470+49.1% |
| Admin fee / account holder | $7,063 | $4,667+51.3% | $6,675+5.8% | $4,888+44.5% |