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 | $38,688 | $92,222-58.0% | $76,768-49.6% | $135,375-71.4% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -5.26% | 5.46%-10.7pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,623 | $3,216+12.7% | $2,485+45.8% | $4,779-24.2% |
| Participant deferral / active EE | $7,192 | $4,509+59.5% | $3,852+86.7% | $5,609+28.2% |
| Admin fee / account holder | $7,068 | $10,748-34.2% | $6,675+5.9% | $10,827-34.7% |