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 | $43,627 | $50,958-14.4% | $74,550-41.5% | $64,186-32.0% |
| Participation rate | 79.5% | 61.1%+18.4pp | 69.1%+10.3pp | 69.6%+9.9pp |
| Annual return | -6.90% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,542 | $1,115+38.3% | $1,961-21.3% | $2,381-35.2% |
| Participant deferral / active EE | $4,400 | $2,301+91.2% | $3,108+41.6% | $3,470+26.8% |
| Admin fee / account holder | $671 | $4,223-84.1% | $5,060-86.7% | $4,888-86.3% |