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 | $32,846 | $46,674-29.6% | $117,472-72.0% | $68,494-52.0% |
| Participation rate | 84.5% | 56.8%+27.7pp | 70.6%+13.9pp | 67.9%+16.6pp |
| Annual return | -17.19% | -14.52%-2.7pp | 29.74%-46.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,198 | $1,505+245.5% | $4,176+24.5% | $2,596+100.2% |
| Participant deferral / active EE | $4,217 | $2,636+60.0% | $4,070+3.6% | $4,027+4.7% |
| Admin fee / account holder | $1,429 | $4,020-64.4% | $5,645-74.7% | $5,403-73.5% |