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 | $45,584 | $62,586-27.2% | $76,768-40.6% | $64,186-29.0% |
| Participation rate | 87.0% | 72.8%+14.1pp | 77.0%+10.0pp | 69.6%+17.4pp |
| Annual return | -4.99% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,218 | $1,832+21.1% | $2,485-10.7% | $2,381-6.8% |
| Participant deferral / active EE | $3,930 | $3,145+25.0% | $3,852+2.0% | $3,470+13.3% |
| Admin fee / account holder | $2,631 | $4,667-43.6% | $6,675-60.6% | $4,888-46.2% |