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 | $34,054 | $73,867-53.9% | $143,757-76.3% | $68,494-50.3% |
| Participation rate | 84.4% | 66.7%+17.8pp | 80.3%+4.1pp | 67.9%+16.6pp |
| Annual return | -4.34% | 1.01%-5.4pp | -0.04%-4.3pp | -7.84%+3.5pp |
| Employer contribution / active EE | $1,056 | $3,184-66.8% | $4,951-78.7% | $2,596-59.3% |
| Participant deferral / active EE | $3,921 | $3,384+15.9% | $5,637-30.4% | $4,027-2.6% |
| Admin fee / account holder | $798 | $5,755-86.1% | $14,673-94.6% | $5,403-85.2% |