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 | $48,596 | $53,162-8.6% | $91,220-46.7% | $68,494-29.1% |
| Participation rate | 86.7% | 63.2%+23.5pp | 73.2%+13.5pp | 67.9%+18.8pp |
| Annual return | -18.28% | -3.14%-15.1pp | 114.01%-132.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,212 | $1,709+146.4% | $2,850+47.8% | $2,596+62.2% |
| Participant deferral / active EE | $4,865 | $2,974+63.6% | $4,234+14.9% | $4,027+20.8% |
| Admin fee / account holder | $9,483 | $4,493+111.0% | $5,420+75.0% | $5,403+75.5% |