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 | $32,866 | $79,633-58.7% | $93,789-65.0% | $68,494-52.0% |
| Participation rate | 82.1% | 75.4%+6.8pp | 81.0%+1.2pp | 67.9%+14.3pp |
| Annual return | -2.58% | -0.10%-2.5pp | -11.33%+8.7pp | -7.84%+5.3pp |
| Employer contribution / active EE | $1,493 | $3,665-59.3% | $4,323-65.5% | $2,596-42.5% |
| Participant deferral / active EE | $2,208 | $5,158-57.2% | $6,094-63.8% | $4,027-45.2% |
| Admin fee / account holder | $12,560 | $6,871+82.8% | $7,195+74.6% | $5,403+132.5% |