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 | $34,612 | $56,484-38.7% | $169,463-79.6% | $64,186-46.1% |
| Participation rate | 98.4% | 64.5%+33.9pp | 77.8%+20.6pp | 69.6%+28.8pp |
| Annual return | 6.31% | -1.55%+7.9pp | 1.83%+4.5pp | 7.63%-1.3pp |
| Employer contribution / active EE | $2,953 | $1,832+61.1% | $4,159-29.0% | $2,381+24.0% |
| Participant deferral / active EE | $6,598 | $3,448+91.4% | $5,277+25.0% | $3,470+90.2% |
| Admin fee / account holder | $1,727 | $4,174-58.6% | $9,109-81.0% | $4,888-64.7% |