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 7-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 | $31,539 | $95,862-67.1% | $79,550-60.4% | $134,475-76.5% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.3pp | 81.2%+13.5pp |
| Annual return | 6.56% | -2.69%+9.2pp | 0.16%+6.4pp | 417.96%-411.4pp |
| Employer contribution / active EE | $1,656 | $3,128-47.1% | $2,413-31.4% | $4,740-65.1% |
| Participant deferral / active EE | $2,385 | $4,693-49.2% | $3,985-40.1% | $6,400-62.7% |
| Admin fee / account holder | $424 | $9,126-95.4% | $6,832-93.8% | $11,426-96.3% |