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 | $34,511 | $52,681-34.5% | $75,781-54.5% | $59,632-42.1% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -0.63% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,164 | $2,193-1.3% | $3,323-34.9% | $2,203-1.8% |
| Participant deferral / active EE | $4,588 | $2,591+77.1% | $3,651+25.6% | $3,192+43.7% |
| Admin fee / account holder | $10,409 | $3,610+188.3% | $5,299+96.4% | $4,297+142.2% |