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 | $54,370 | $42,383+28.3% | $76,523-28.9% | $64,186-15.3% |
| Participation rate | 94.4% | 58.1%+36.3pp | 68.0%+26.4pp | 69.6%+24.9pp |
| Annual return | -7.67% | -16.54%+8.9pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,862 | $1,563+147.1% | $2,647+45.9% | $2,381+62.2% |
| Participant deferral / active EE | $5,355 | $2,566+108.6% | $3,835+39.6% | $3,470+54.3% |
| Admin fee / account holder | $1,411 | $3,198-55.9% | $4,848-70.9% | $4,888-71.1% |