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 | $38,236 | $52,681-27.4% | $75,781-49.5% | $59,632-35.9% |
| Participation rate | 91.4% | 67.2%+24.2pp | 75.8%+15.6pp | 68.7%+22.8pp |
| Annual return | -2.38% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,798 | $2,193+27.6% | $3,323-15.8% | $2,203+27.0% |
| Participant deferral / active EE | $1,901 | $2,591-26.6% | $3,651-47.9% | $3,192-40.4% |
| Admin fee / account holder | $1,310 | $3,610-63.7% | $5,299-75.3% | $4,297-69.5% |