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 | $45,000 | $58,577-23.2% | $83,333-46.0% | $64,186-29.9% |
| Participation rate | 95.0% | 72.0%+23.0pp | 77.8%+17.2pp | 69.6%+25.4pp |
| Annual return | -7.39% | 9.65%-17.0pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,044 | $2,098+45.1% | $3,379-9.9% | $2,381+27.8% |
| Participant deferral / active EE | $5,568 | $4,654+19.6% | $5,5650% | $3,470+60.5% |
| Admin fee / account holder | $6,125 | $9,275-34.0% | $7,510-18.5% | $4,888+25.3% |