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 | $48,555 | $72,388-32.9% | $111,392-56.4% | $64,186-24.4% |
| Participation rate | 92.3% | 70.5%+21.8pp | 78.9%+13.4pp | 69.6%+22.7pp |
| Annual return | -2.83% | -1.50%-1.3pp | -2.06%-0.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,173 | $3,000+39.1% | $4,328-3.6% | $2,381+75.3% |
| Participant deferral / active EE | $4,171 | $4,241-1.6% | $5,567-25.1% | $3,470+20.2% |
| Admin fee / account holder | $994 | $5,719-82.6% | $12,266-91.9% | $4,888-79.7% |