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 | $24,140 | $77,813-69.0% | $123,544-80.5% | $64,186-62.4% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -7.83% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,158 | $3,014+37.9% | $4,628-10.2% | $2,381+74.6% |
| Participant deferral / active EE | $10,056 | $5,240+91.9% | $6,426+56.5% | $3,470+189.8% |
| Admin fee / account holder | $446 | $5,519-91.9% | $9,284-95.2% | $4,888-90.9% |