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 | $46,777 | $62,586-25.3% | $76,768-39.1% | $64,186-27.1% |
| Participation rate | 84.9% | 72.8%+12.1pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | -4.74% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,259 | $1,832+23.3% | $2,485-9.1% | $2,381-5.1% |
| Participant deferral / active EE | $3,496 | $3,145+11.2% | $3,852-9.2% | $3,470+0.7% |
| Admin fee / account holder | $2,334 | $4,667-50.0% | $6,675-65.0% | $4,888-52.2% |