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 | $44,258 | $54,726-19.1% | $68,793-35.7% | $64,186-31.0% |
| Participation rate | 92.7% | 68.0%+24.7pp | 72.2%+20.5pp | 69.6%+23.2pp |
| Annual return | -4.62% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,219 | $1,846+20.2% | $2,625-15.5% | $2,381-6.8% |
| Participant deferral / active EE | $5,064 | $2,626+92.8% | $3,311+53.0% | $3,470+46.0% |
| Admin fee / account holder | $8,969 | $4,027+122.7% | $5,131+74.8% | $4,888+83.5% |