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 | $51,672 | $53,596-3.6% | $90,645-43.0% | $64,186-19.5% |
| Participation rate | 93.2% | 64.5%+28.6pp | 74.0%+19.1pp | 69.6%+23.6pp |
| Annual return | -6.62% | 4.41%-11.0pp | 1.88%-8.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,873 | $1,503+91.1% | $2,532+13.5% | $2,381+20.7% |
| Participant deferral / active EE | $6,804 | $2,459+176.7% | $3,425+98.7% | $3,470+96.1% |
| Admin fee / account holder | $7,606 | $3,868+96.6% | $4,994+52.3% | $4,888+55.6% |