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 | $44,391 | $61,660-28.0% | $80,019-44.5% | $64,186-30.8% |
| Participation rate | 93.8% | 71.7%+22.2pp | 75.8%+18.0pp | 69.6%+24.3pp |
| Annual return | -0.85% | -0.33%-0.5pp | 11.22%-12.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,566 | $2,968+20.2% | $3,686-3.2% | $3,470+2.8% |
| Admin fee / account holder | $23,473 | $5,417+333.3% | $6,521+260.0% | $4,888+380.2% |