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 | $31,649 | $54,380-41.8% | $68,509-53.8% | $59,632-46.9% |
| Participation rate | 85.0% | 70.2%+14.8pp | 74.7%+10.3pp | 68.7%+16.3pp |
| Annual return | -0.65% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,386 | $1,539-9.9% | $2,278-39.1% | $2,203-37.1% |
| Participant deferral / active EE | $3,548 | $2,643+34.2% | $3,382+4.9% | $3,192+11.2% |
| Admin fee / account holder | $1,010 | $3,885-74.0% | $5,275-80.9% | $4,297-76.5% |