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 | $25,204 | $61,660-59.1% | $80,019-68.5% | $64,186-60.7% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | -4.94% | -0.33%-4.6pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,088 | $1,810-39.9% | $2,468-55.9% | $2,381-54.3% |
| Participant deferral / active EE | $2,077 | $2,968-30.0% | $3,686-43.6% | $3,470-40.1% |
| Admin fee / account holder | $371 | $5,417-93.2% | $6,521-94.3% | $4,888-92.4% |