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 7-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 | $34,512 | $59,805-42.3% | $79,550-56.6% | $68,494-49.6% |
| Participation rate | 83.9% | 61.1%+22.9pp | 69.5%+14.4pp | 67.9%+16.0pp |
| Annual return | 4.67% | -12.30%+17.0pp | 0.16%+4.5pp | -7.84%+12.5pp |
| Employer contribution / active EE | $2,748 | $1,505+82.6% | $2,413+13.9% | $2,596+5.9% |
| Participant deferral / active EE | $5,288 | $3,024+74.8% | $3,985+32.7% | $4,027+31.3% |
| Admin fee / account holder | $1,798 | $4,835-62.8% | $6,832-73.7% | $5,403-66.7% |