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 | $29,272 | $72,492-59.6% | $87,100-66.4% | $72,985-59.9% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,239 | $1,894+18.2% | $2,521-11.2% | $2,440-8.2% |
| Participant deferral / active EE | $3,543 | $3,270+8.4% | $4,049-12.5% | $3,607-1.8% |
| Admin fee / account holder | $386 | $5,055-92.4% | $7,497-94.8% | $5,124-92.5% |