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 | $33,107 | $45,863-27.8% | $77,024-57.0% | $68,494-51.7% |
| Participation rate | 82.1% | 55.9%+26.1pp | 67.9%+14.1pp | 67.9%+14.2pp |
| Annual return | -16.39% | 1.72%-18.1pp | 42.32%-58.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,060 | $1,650+85.5% | $2,812+8.8% | $2,596+17.9% |
| Participant deferral / active EE | $6,304 | $2,962+112.8% | $4,426+42.4% | $4,027+56.5% |
| Admin fee / account holder | $7,924 | $3,041+160.6% | $5,425+46.1% | $5,403+46.7% |