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 | $49,858 | $58,577-14.9% | $83,333-40.2% | $64,186-22.3% |
| Participation rate | 82.8% | 72.0%+10.7pp | 77.8%+5.0pp | 69.6%+13.2pp |
| Annual return | -7.16% | 9.65%-16.8pp | 10.63%-17.8pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,653 | $2,098+74.1% | $3,379+8.1% | $2,381+53.4% |
| Participant deferral / active EE | $5,840 | $4,654+25.5% | $5,565+4.9% | $3,470+68.3% |
| Admin fee / account holder | $3,790 | $9,275-59.1% | $7,510-49.5% | $4,888-22.5% |