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 | $44,531 | $56,484-21.2% | $169,463-73.7% | $64,186-30.6% |
| Participation rate | 96.0% | 64.5%+31.5pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -5.19% | -1.55%-3.6pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,034 | $1,832+174.7% | $4,159+21.0% | $2,381+111.4% |
| Participant deferral / active EE | $3,772 | $3,448+9.4% | $5,277-28.5% | $3,470+8.7% |
| Admin fee / account holder | $1,763 | $4,174-57.8% | $9,109-80.6% | $4,888-63.9% |