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 6-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 | $21,566 | $59,332-63.7% | $90,223-76.1% | $59,632-63.8% |
| Participation rate | 74.2% | 71.9%+2.3pp | 79.0%-4.9pp | 68.7%+5.5pp |
| Annual return | 2.07% | 3.25%-1.2pp | 1.31%+0.8pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $4,151 | $3,031+37.0% | $4,378-5.2% | $2,203+88.5% |
| Participant deferral / active EE | $6,531 | $4,369+49.5% | $5,792+12.8% | $3,192+104.6% |
| Admin fee / account holder | $13,456 | $5,032+167.4% | $7,406+81.7% | $4,297+213.2% |