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 | $38,664 | $77,813-50.3% | $123,544-68.7% | $64,186-39.8% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -7.64% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,697 | $3,014-10.5% | $4,628-41.7% | $2,381+13.3% |
| Participant deferral / active EE | $4,567 | $5,240-12.8% | $6,426-28.9% | $3,470+31.6% |
| Admin fee / account holder | $395 | $5,519-92.8% | $9,284-95.7% | $4,888-91.9% |