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 | $52,741 | $56,484-6.6% | $169,463-68.9% | $64,186-17.8% |
| Participation rate | 91.2% | 64.5%+26.6pp | 77.8%+13.4pp | 69.6%+21.6pp |
| Annual return | -7.32% | -1.55%-5.8pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,770 | $1,832+51.2% | $4,159-33.4% | $2,381+16.4% |
| Participant deferral / active EE | $7,343 | $3,448+113.0% | $5,277+39.2% | $3,470+111.6% |
| Admin fee / account holder | $23,473 | $4,174+462.3% | $9,109+157.7% | $4,888+380.2% |