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 | $37,986 | $52,836-28.1% | $105,738-64.1% | $64,186-40.8% |
| Participation rate | 86.2% | 66.5%+19.7pp | 76.3%+9.9pp | 69.6%+16.6pp |
| Annual return | -2.03% | 14.30%-16.3pp | 6.27%-8.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,291 | $1,827-29.3% | $3,268-60.5% | $2,381-45.8% |
| Participant deferral / active EE | $2,197 | $2,545-13.7% | $4,080-46.2% | $3,470-36.7% |
| Admin fee / account holder | $478 | $3,959-87.9% | $6,913-93.1% | $4,888-90.2% |