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 | $47,380 | $52,681-10.1% | $75,781-37.5% | $59,632-20.5% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.8%+18.1pp | 68.7%+25.3pp |
| Annual return | -2.93% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,061 | $2,193-51.6% | $3,323-68.1% | $2,203-51.8% |
| Participant deferral / active EE | $5,214 | $2,591+101.3% | $3,651+42.8% | $3,192+63.4% |
| Admin fee / account holder | $3,700 | $3,610+2.5% | $5,299-30.2% | $4,297-13.9% |