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 | $44,105 | $76,401-42.3% | $106,387-58.5% | $64,186-31.3% |
| Participation rate | 81.3% | 73.5%+7.7pp | 77.5%+3.8pp | 69.6%+11.7pp |
| Annual return | 1.92% | -2.19%+4.1pp | 0.25%+1.7pp | 7.63%-5.7pp |
| Employer contribution / active EE | $4,031 | $2,680+50.4% | $3,520+14.5% | $2,381+69.3% |
| Participant deferral / active EE | $7,811 | $4,274+82.8% | $5,421+44.1% | $3,470+125.1% |
| Admin fee / account holder | $1,042 | $4,610-77.4% | $7,510-86.1% | $4,888-78.7% |