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 8-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 | $46,050 | $56,484-18.5% | $169,463-72.8% | $64,186-28.3% |
| Participation rate | 88.2% | 64.5%+23.7pp | 77.8%+10.5pp | 69.6%+18.7pp |
| Annual return | -4.58% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,521 | $1,832+92.1% | $4,159-15.3% | $2,381+47.9% |
| Participant deferral / active EE | $7,845 | $3,448+127.5% | $5,277+48.7% | $3,470+126.1% |
| Admin fee / account holder | $3,311 | $4,174-20.7% | $9,109-63.6% | $4,888-32.3% |