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 | $43,564 | $42,383+2.8% | $76,523-43.1% | $64,186-32.1% |
| Participation rate | 96.0% | 58.1%+37.9pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | -5.43% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,788 | $1,563+14.4% | $2,647-32.4% | $2,381-24.9% |
| Participant deferral / active EE | $6,221 | $2,566+142.4% | $3,835+62.2% | $3,470+79.3% |
| Admin fee / account holder | $618 | $3,198-80.7% | $4,848-87.3% | $4,888-87.4% |