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 | $34,438 | $94,529-63.6% | $140,016-75.4% | $64,186-46.3% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.0pp |
| Annual return | -7.21% | 7.77%-15.0pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,322 | $3,812+39.6% | $5,606-5.1% | $2,381+123.5% |
| Participant deferral / active EE | $4,165 | $5,250-20.7% | $6,927-39.9% | $3,470+20.0% |
| Admin fee / account holder | $813 | $6,741-87.9% | $10,705-92.4% | $4,888-83.4% |