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 | $29,768 | $61,660-51.7% | $80,019-62.8% | $64,186-53.6% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 2.78% | -0.33%+3.1pp | 11.22%-8.4pp | 7.63%-4.9pp |
| Employer contribution / active EE | $3,093 | $1,810+70.8% | $2,468+25.3% | $2,381+29.9% |
| Participant deferral / active EE | $4,834 | $2,968+62.9% | $3,686+31.2% | $3,470+39.3% |
| Admin fee / account holder | $816 | $5,417-84.9% | $6,521-87.5% | $4,888-83.3% |