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 | $18,404 | $54,726-66.4% | $68,793-73.2% | $64,186-71.3% |
| Participation rate | 97.5% | 68.0%+29.5pp | 72.2%+25.3pp | 69.6%+27.9pp |
| Annual return | -5.63% | -1.62%-4.0pp | -4.63%-1.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,943 | $1,846+5.3% | $2,625-26.0% | $2,381-18.4% |
| Participant deferral / active EE | $2,473 | $2,626-5.8% | $3,311-25.3% | $3,470-28.7% |
| Admin fee / account holder | $3,298 | $4,027-18.1% | $5,131-35.7% | $4,888-32.5% |