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 | $31,121 | $69,977-55.5% | $108,579-71.3% | $62,891-50.5% |
| Participation rate | 93.3% | 72.9%+20.4pp | 79.6%+13.8pp | 69.3%+24.0pp |
| Annual return | 8.10% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $6,994 | $2,135+227.6% | $3,758+86.1% | $2,281+206.6% |
| Participant deferral / active EE | $3,582 | $3,165+13.2% | $4,311-16.9% | $3,203+11.8% |
| Admin fee / account holder | $2,209 | $5,076-56.5% | $7,645-71.1% | $4,296-48.6% |