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 | $41,925 | $62,586-33.0% | $76,768-45.4% | $64,186-34.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 77.0%+11.0pp | 69.6%+18.4pp |
| Annual return | -6.27% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,070 | $1,832+67.6% | $2,485+23.5% | $2,381+28.9% |
| Participant deferral / active EE | $7,857 | $3,145+149.8% | $3,852+104.0% | $3,470+126.4% |
| Admin fee / account holder | $5,363 | $4,667+14.9% | $6,675-19.7% | $4,888+9.7% |