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 | $25,681 | $61,660-58.4% | $80,019-67.9% | $64,186-60.0% |
| Participation rate | 96.6% | 71.7%+24.9pp | 75.8%+20.7pp | 69.6%+27.0pp |
| Annual return | -6.92% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,371 | $1,810+31.0% | $2,468-3.9% | $2,381-0.4% |
| Participant deferral / active EE | $4,113 | $2,968+38.6% | $3,686+11.6% | $3,470+18.6% |
| Admin fee / account holder | $1,302 | $5,417-76.0% | $6,521-80.0% | $4,888-73.4% |