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 | $49,143 | $54,726-10.2% | $68,793-28.6% | $64,186-23.4% |
| Participation rate | 96.3% | 68.0%+28.3pp | 72.2%+24.1pp | 69.6%+26.7pp |
| Annual return | -3.56% | -1.62%-1.9pp | -4.63%+1.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,194 | $1,846+235.5% | $2,625+135.9% | $2,381+160.1% |
| Participant deferral / active EE | $4,438 | $2,626+69.0% | $3,311+34.0% | $3,470+27.9% |
| Admin fee / account holder | $19,108 | $4,027+374.5% | $5,131+272.4% | $4,888+290.9% |