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 | $44,945 | $73,004-38.4% | $90,749-50.5% | $68,494-34.4% |
| Participation rate | 77.3% | 70.8%+6.4pp | 75.7%+1.6pp | 67.9%+9.4pp |
| Annual return | -14.88% | -13.81%-1.1pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,709 | $2,193+23.6% | $2,921-7.2% | $2,596+4.4% |
| Participant deferral / active EE | $4,885 | $3,627+34.7% | $4,564+7.0% | $4,027+21.3% |
| Admin fee / account holder | $24,210 | $5,896+310.6% | $8,445+186.7% | $5,403+348.1% |