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 | $28,078 | $77,813-63.9% | $123,544-77.3% | $64,186-56.3% |
| Participation rate | 89.7% | 74.7%+15.0pp | 82.3%+7.4pp | 69.6%+20.2pp |
| Annual return | -5.46% | 12.48%-17.9pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,876 | $3,014-4.6% | $4,628-37.8% | $2,381+20.8% |
| Participant deferral / active EE | $4,945 | $5,240-5.6% | $6,426-23.0% | $3,470+42.5% |
| Admin fee / account holder | $3,557 | $5,519-35.6% | $9,284-61.7% | $4,888-27.2% |