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 | $44,241 | $53,596-17.5% | $90,645-51.2% | $64,186-31.1% |
| Participation rate | 94.2% | 64.5%+29.7pp | 74.0%+20.2pp | 69.6%+24.6pp |
| Annual return | -6.24% | 4.41%-10.7pp | 1.88%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,395 | $1,503+59.4% | $2,532-5.4% | $2,381+0.6% |
| Participant deferral / active EE | $3,575 | $2,459+45.4% | $3,425+4.4% | $3,470+3.0% |
| Admin fee / account holder | $4,252 | $3,868+9.9% | $4,994-14.8% | $4,888-13.0% |