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 | $45,718 | $77,813-41.2% | $123,544-63.0% | $64,186-28.8% |
| Participation rate | 88.4% | 74.7%+13.7pp | 82.3%+6.1pp | 69.6%+18.8pp |
| Annual return | -7.97% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $768 | $3,014-74.5% | $4,628-83.4% | $2,381-67.7% |
| Participant deferral / active EE | $6,037 | $5,240+15.2% | $6,426-6.1% | $3,470+74.0% |
| Admin fee / account holder | $5,136 | $5,519-6.9% | $9,284-44.7% | $4,888+5.1% |