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 | $44,063 | $58,577-24.8% | $83,333-47.1% | $64,186-31.3% |
| Participation rate | 92.9% | 72.0%+20.8pp | 77.8%+15.1pp | 69.6%+23.3pp |
| Annual return | -3.94% | 9.65%-13.6pp | 10.63%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $6,600 | $2,098+214.5% | $3,379+95.4% | $2,381+177.2% |
| Participant deferral / active EE | $6,524 | $4,654+40.2% | $5,565+17.2% | $3,470+88.0% |
| Admin fee / account holder | $8,423 | $9,275-9.2% | $7,510+12.1% | $4,888+72.3% |