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 | $30,387 | $54,726-44.5% | $68,793-55.8% | $64,186-52.7% |
| Participation rate | 98.7% | 68.0%+30.7pp | 72.2%+26.5pp | 69.6%+29.2pp |
| Annual return | -6.26% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,501 | $1,846+198.0% | $2,625+109.5% | $2,381+131.0% |
| Participant deferral / active EE | $3,937 | $2,626+49.9% | $3,311+18.9% | $3,470+13.5% |
| Admin fee / account holder | $6,407 | $4,027+59.1% | $5,131+24.9% | $4,888+31.1% |