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 | $32,856 | $43,327-24.2% | $59,878-45.1% | $64,186-48.8% |
| Participation rate | 92.3% | 69.2%+23.1pp | 74.7%+17.6pp | 69.6%+22.7pp |
| Annual return | -4.23% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,463 | $2,028+70.7% | $2,722+27.2% | $2,381+45.4% |
| Participant deferral / active EE | $7,236 | $2,546+184.2% | $3,402+112.7% | $3,470+108.6% |
| Admin fee / account holder | $326 | $3,005-89.2% | $3,590-90.9% | $4,888-93.3% |