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 | $52,234 | $49,280+6.0% | $67,313-22.4% | $64,186-18.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.76% | -1.39%-6.4pp | -4.08%-3.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,486 | $1,668-10.9% | $2,566-42.1% | $2,381-37.6% |
| Participant deferral / active EE | $5,645 | $2,484+127.2% | $3,568+58.2% | $3,470+62.7% |
| Admin fee / account holder | $1,726 | $3,863-55.3% | $4,507-61.7% | $4,888-64.7% |