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 | $36,552 | $43,327-15.6% | $59,878-39.0% | $64,186-43.1% |
| Participation rate | 78.8% | 69.2%+9.6pp | 74.7%+4.1pp | 69.6%+9.2pp |
| Annual return | -6.94% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,106 | $2,028-45.5% | $2,722-59.4% | $2,381-53.5% |
| Participant deferral / active EE | $2,139 | $2,546-16.0% | $3,402-37.1% | $3,470-38.3% |
| Admin fee / account holder | $2,517 | $3,005-16.2% | $3,590-29.9% | $4,888-48.5% |