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 | $44,925 | $62,586-28.2% | $76,768-41.5% | $64,186-30.0% |
| Participation rate | 83.7% | 72.8%+10.9pp | 77.0%+6.7pp | 69.6%+14.1pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,327 | $1,832+81.6% | $2,485+33.9% | $2,381+39.7% |
| Participant deferral / active EE | $5,734 | $3,145+82.4% | $3,852+48.9% | $3,470+65.3% |
| Admin fee / account holder | $9,732 | $4,667+108.5% | $6,675+45.8% | $4,888+99.1% |