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 | $29,372 | $54,726-46.3% | $68,793-57.3% | $64,186-54.2% |
| Participation rate | 92.0% | 68.0%+24.0pp | 72.2%+19.8pp | 69.6%+22.4pp |
| Annual return | -3.45% | -1.62%-1.8pp | -4.63%+1.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,254 | $1,846-32.1% | $2,625-52.2% | $2,381-47.3% |
| Participant deferral / active EE | $2,637 | $2,626+0.4% | $3,311-20.4% | $3,470-24.0% |
| Admin fee / account holder | $9,155 | $4,027+127.3% | $5,131+78.4% | $4,888+87.3% |