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 | $30,601 | $50,958-39.9% | $74,550-59.0% | $64,186-52.3% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.1%+12.1pp | 69.6%+11.7pp |
| Annual return | -7.07% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,732 | $1,115+55.3% | $1,961-11.7% | $2,381-27.3% |
| Participant deferral / active EE | $3,106 | $2,301+35.0% | $3,108-0.1% | $3,470-10.5% |
| Admin fee / account holder | $3,971 | $4,223-6.0% | $5,060-21.5% | $4,888-18.8% |