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 | $32,468 | $62,586-48.1% | $76,768-57.7% | $64,186-49.4% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -7.05% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,763 | $1,832+50.8% | $2,485+11.2% | $2,381+16.0% |
| Participant deferral / active EE | $5,599 | $3,145+78.0% | $3,852+45.4% | $3,470+61.4% |
| Admin fee / account holder | $1,108 | $4,667-76.3% | $6,675-83.4% | $4,888-77.3% |