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 | $27,226 | $42,383-35.8% | $76,523-64.4% | $64,186-57.6% |
| Participation rate | 82.5% | 58.1%+24.4pp | 68.0%+14.5pp | 69.6%+12.9pp |
| Annual return | 1.27% | -16.54%+17.8pp | -0.27%+1.5pp | 7.63%-6.4pp |
| Employer contribution / active EE | $4,582 | $1,563+193.1% | $2,647+73.1% | $2,381+92.5% |
| Participant deferral / active EE | $9,244 | $2,566+260.2% | $3,835+141.0% | $3,470+166.4% |
| Admin fee / account holder | $7,849 | $3,198+145.4% | $4,848+61.9% | $4,888+60.6% |