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 | $26,310 | $42,383-37.9% | $76,523-65.6% | $64,186-59.0% |
| Participation rate | 76.0% | 58.1%+17.9pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | -7.09% | -16.54%+9.4pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,843 | $1,563+81.9% | $2,647+7.4% | $2,381+19.4% |
| Participant deferral / active EE | $5,739 | $2,566+123.6% | $3,835+49.6% | $3,470+65.4% |
| Admin fee / account holder | $982 | $3,198-69.3% | $4,848-79.7% | $4,888-79.9% |