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 | $45,305 | $71,883-37.0% | $86,677-47.7% | $68,494-33.9% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | -16.17% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,754 | $2,173+164.8% | $2,836+102.8% | $2,596+121.6% |
| Participant deferral / active EE | $9,409 | $3,779+149.0% | $4,656+102.1% | $4,027+133.6% |
| Admin fee / account holder | $8,444 | $6,112+38.2% | $7,493+12.7% | $5,403+56.3% |