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 | $39,019 | $72,404-46.1% | $110,238-64.6% | $64,186-39.2% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.2pp |
| Annual return | 1.92% | -6.29%+8.2pp | 314.74%-312.8pp | 7.63%-5.7pp |
| Employer contribution / active EE | $2,684 | $2,282+17.6% | $3,826-29.9% | $2,381+12.7% |
| Participant deferral / active EE | $6,753 | $3,469+94.6% | $4,672+44.5% | $3,470+94.6% |
| Admin fee / account holder | $2,256 | $5,664-60.2% | $8,547-73.6% | $4,888-53.8% |