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 | $52,567 | $49,280+6.7% | $67,313-21.9% | $64,186-18.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.25% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,139 | $1,668-31.7% | $2,566-55.6% | $2,381-52.2% |
| Participant deferral / active EE | $3,633 | $2,484+46.3% | $3,568+1.8% | $3,470+4.7% |
| Admin fee / account holder | $2,244 | $3,863-41.9% | $4,507-50.2% | $4,888-54.1% |