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 | $48,915 | $50,958-4.0% | $74,550-34.4% | $64,186-23.8% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.1%+7.8pp | 69.6%+7.4pp |
| Annual return | 4.34% | -1.86%+6.2pp | 32.53%-28.2pp | 7.63%-3.3pp |
| Employer contribution / active EE | $2,263 | $1,115+102.9% | $1,961+15.4% | $2,381-4.9% |
| Participant deferral / active EE | $2,007 | $2,301-12.8% | $3,108-35.4% | $3,470-42.2% |
| Admin fee / account holder | $1,834 | $4,223-56.6% | $5,060-63.7% | $4,888-62.5% |