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 | $48,445 | $49,177-1.5% | $79,464-39.0% | $64,186-24.5% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.6%+16.6pp |
| Annual return | -7.17% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,494 | $2,076+20.1% | $2,800-10.9% | $2,381+4.8% |
| Participant deferral / active EE | $4,550 | $2,821+61.3% | $3,704+22.8% | $3,470+31.1% |
| Admin fee / account holder | $376 | $3,839-90.2% | $5,113-92.6% | $4,888-92.3% |