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 | $46,100 | $83,908-45.1% | $68,509-32.7% | $125,391-63.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 74.7%+12.8pp | 83.2%+4.3pp |
| Annual return | -1.69% | 14.48%-16.2pp | 8.27%-10.0pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,948 | $3,031-2.7% | $2,278+29.4% | $4,866-39.4% |
| Participant deferral / active EE | $3,694 | $4,125-10.5% | $3,382+9.2% | $5,352-31.0% |
| Admin fee / account holder | $21,832 | $8,982+143.1% | $5,275+313.9% | $9,540+128.8% |