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 | $45,226 | $52,836-14.4% | $105,738-57.2% | $64,186-29.5% |
| Participation rate | 88.4% | 66.5%+21.8pp | 76.3%+12.0pp | 69.6%+18.8pp |
| Annual return | -2.85% | 14.30%-17.1pp | 6.27%-9.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,089 | $1,827+14.4% | $3,268-36.1% | $2,381-12.2% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,672 | $3,959-57.8% | $6,913-75.8% | $4,888-65.8% |