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 | $38,187 | $52,836-27.7% | $105,738-63.9% | $64,186-40.5% |
| Participation rate | 86.2% | 66.5%+19.6pp | 76.3%+9.8pp | 69.6%+16.6pp |
| Annual return | -6.32% | 14.30%-20.6pp | 6.27%-12.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,449 | $1,827-20.7% | $3,268-55.7% | $2,381-39.2% |
| Participant deferral / active EE | $2,688 | $2,545+5.6% | $4,080-34.1% | $3,470-22.5% |
| Admin fee / account holder | $3,212 | $3,959-18.9% | $6,913-53.5% | $4,888-34.3% |