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 | $38,987 | $94,529-58.8% | $140,016-72.2% | $64,186-39.3% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -1.54% | 7.77%-9.3pp | 651.12%-652.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $3,523 | $3,812-7.6% | $5,606-37.2% | $2,381+48.0% |
| Participant deferral / active EE | $2,940 | $5,250-44.0% | $6,927-57.6% | $3,470-15.3% |
| Admin fee / account holder | $2,267 | $6,741-66.4% | $10,705-78.8% | $4,888-53.6% |