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 | $48,152 | $56,484-14.8% | $169,463-71.6% | $64,186-25.0% |
| Participation rate | 74.1% | 64.5%+9.5pp | 77.8%-3.7pp | 69.6%+4.5pp |
| Annual return | -6.49% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,149 | $1,832+17.3% | $4,159-48.3% | $2,381-9.7% |
| Participant deferral / active EE | $4,909 | $3,448+42.4% | $5,277-7.0% | $3,470+41.5% |
| Admin fee / account holder | $9,083 | $4,174+117.6% | $9,109-0.3% | $4,888+85.8% |