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 | $43,556 | $53,596-18.7% | $90,645-51.9% | $64,186-32.1% |
| Participation rate | 83.9% | 64.5%+19.4pp | 74.0%+9.8pp | 69.6%+14.3pp |
| Annual return | -7.46% | 4.41%-11.9pp | 1.88%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,643 | $1,503+142.4% | $2,532+43.9% | $2,381+53.0% |
| Participant deferral / active EE | $5,196 | $2,459+111.4% | $3,425+51.7% | $3,470+49.8% |
| Admin fee / account holder | $752 | $3,868-80.5% | $4,994-84.9% | $4,888-84.6% |