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 | $47,310 | $50,958-7.2% | $74,550-36.5% | $64,186-26.3% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | -7.16% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,483 | $1,115+33.0% | $1,961-24.4% | $2,381-37.7% |
| Participant deferral / active EE | $5,657 | $2,301+145.8% | $3,108+82.0% | $3,470+63.0% |
| Admin fee / account holder | $4,872 | $4,223+15.4% | $5,060-3.7% | $4,888-0.3% |