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 | $47,393 | $50,958-7.0% | $74,550-36.4% | $64,186-26.2% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -4.14% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,766 | $1,115+58.3% | $1,961-10.0% | $2,381-25.8% |
| Participant deferral / active EE | $3,170 | $2,301+37.7% | $3,108+2.0% | $3,470-8.6% |
| Admin fee / account holder | $9,850 | $4,223+133.3% | $5,060+94.7% | $4,888+101.5% |