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 | $43,460 | $71,480-39.2% | $90,782-52.1% | $64,186-32.3% |
| Participation rate | 98.0% | 77.6%+20.4pp | 82.7%+15.3pp | 69.6%+28.4pp |
| Annual return | 4.48% | -4.25%+8.7pp | -3.42%+7.9pp | 7.63%-3.2pp |
| Employer contribution / active EE | $4,521 | $3,415+32.4% | $4,105+10.1% | $2,381+89.9% |
| Participant deferral / active EE | $2,530 | $4,302-41.2% | $5,366-52.8% | $3,470-27.1% |
| Admin fee / account holder | $27,170 | $6,309+330.7% | $5,908+359.9% | $4,888+455.8% |