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 8-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 | $34,642 | $49,177-29.6% | $79,464-56.4% | $64,186-46.0% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.6%+2.4pp |
| Annual return | 10.49% | -1.16%+11.7pp | 718.14%-707.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,610 | $2,076-22.4% | $2,800-42.5% | $2,381-32.4% |
| Participant deferral / active EE | $2,307 | $2,821-18.2% | $3,704-37.7% | $3,470-33.5% |
| Admin fee / account holder | $1,113 | $3,839-71.0% | $5,113-78.2% | $4,888-77.2% |