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 | $48,095 | $50,958-5.6% | $74,550-35.5% | $64,186-25.1% |
| Participation rate | 76.2% | 61.1%+15.1pp | 69.1%+7.0pp | 69.6%+6.6pp |
| Annual return | -5.82% | -1.86%-4.0pp | 32.53%-38.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,608 | $1,115+44.2% | $1,961-18.0% | $2,381-32.5% |
| Participant deferral / active EE | $4,228 | $2,301+83.7% | $3,108+36.0% | $3,470+21.9% |
| Admin fee / account holder | $2,929 | $4,223-30.6% | $5,060-42.1% | $4,888-40.1% |