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 | $47,986 | $52,681-8.9% | $75,781-36.7% | $59,632-19.5% |
| Participation rate | 84.6% | 67.2%+17.4pp | 75.8%+8.8pp | 68.7%+15.9pp |
| Annual return | -2.04% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $7,224 | $2,193+229.4% | $3,323+117.4% | $2,203+228.0% |
| Participant deferral / active EE | $4,623 | $2,591+78.5% | $3,651+26.6% | $3,192+44.9% |
| Admin fee / account holder | $4,779 | $3,610+32.4% | $5,299-9.8% | $4,297+11.2% |