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 | $51,808 | $56,484-8.3% | $169,463-69.4% | $64,186-19.3% |
| Participation rate | 96.8% | 64.5%+32.3pp | 77.8%+19.0pp | 69.6%+27.3pp |
| Annual return | -5.18% | -1.55%-3.6pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,438 | $1,832-21.5% | $4,159-65.4% | $2,381-39.6% |
| Participant deferral / active EE | $1,691 | $3,448-51.0% | $5,277-68.0% | $3,470-51.3% |
| Admin fee / account holder | $2,846 | $4,174-31.8% | $9,109-68.8% | $4,888-41.8% |