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 | $33,998 | $61,660-44.9% | $80,019-57.5% | $64,186-47.0% |
| Participation rate | 86.4% | 71.7%+14.8pp | 75.8%+10.6pp | 69.6%+16.9pp |
| Annual return | -7.41% | -0.33%-7.1pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,271 | $1,810+191.2% | $2,468+113.6% | $2,381+121.4% |
| Participant deferral / active EE | $7,182 | $2,968+142.0% | $3,686+94.9% | $3,470+107.0% |
| Admin fee / account holder | $1,463 | $5,417-73.0% | $6,521-77.6% | $4,888-70.1% |