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 | $54,537 | $61,660-11.6% | $80,019-31.8% | $64,186-15.0% |
| Participation rate | 82.2% | 71.7%+10.5pp | 75.8%+6.4pp | 69.6%+12.7pp |
| Annual return | -3.42% | -0.33%-3.1pp | 11.22%-14.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $927 | $1,810-48.8% | $2,468-62.4% | $2,381-61.1% |
| Participant deferral / active EE | $2,862 | $2,968-3.6% | $3,686-22.4% | $3,470-17.5% |
| Admin fee / account holder | $22,101 | $5,417+308.0% | $6,521+238.9% | $4,888+352.2% |