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 | $105,475 | $62,586+68.5% | $76,768+37.4% | $64,186+64.3% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.5pp | 69.6%+19.9pp |
| Annual return | -4.73% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,019 | $1,832-44.4% | $2,485-59.0% | $2,381-57.2% |
| Participant deferral / active EE | $3,686 | $3,145+17.2% | $3,852-4.3% | $3,470+6.2% |
| Admin fee / account holder | $16,248 | $4,667+248.2% | $6,675+143.4% | $4,888+232.4% |