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 | $34,899 | $94,529-63.1% | $140,016-75.1% | $64,186-45.6% |
| Participation rate | 90.5% | 84.1%+6.4pp | 87.5%+3.0pp | 69.6%+20.9pp |
| Annual return | -6.23% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,957 | $3,812-48.7% | $5,606-65.1% | $2,381-17.8% |
| Participant deferral / active EE | $2,834 | $5,250-46.0% | $6,927-59.1% | $3,470-18.3% |
| Admin fee / account holder | $3,085 | $6,741-54.2% | $10,705-71.2% | $4,888-36.9% |