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 | $20,266 | $53,596-62.2% | $90,645-77.6% | $64,186-68.4% |
| Participation rate | 75.9% | 64.5%+11.3pp | 74.0%+1.8pp | 69.6%+6.3pp |
| Annual return | -7.69% | 4.41%-12.1pp | 1.88%-9.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,150 | $1,503+109.6% | $2,532+24.4% | $2,381+32.3% |
| Participant deferral / active EE | $6,752 | $2,459+174.6% | $3,425+97.2% | $3,470+94.6% |
| Admin fee / account holder | $3,360 | $3,868-13.1% | $4,994-32.7% | $4,888-31.3% |