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 | $31,671 | $62,586-49.4% | $76,768-58.7% | $64,186-50.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -0.13% | -1.95%+1.8pp | 2.43%-2.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $2,318 | $1,832+26.5% | $2,485-6.7% | $2,381-2.6% |
| Participant deferral / active EE | $5,108 | $3,145+62.4% | $3,852+32.6% | $3,470+47.2% |
| Admin fee / account holder | $414 | $4,667-91.1% | $6,675-93.8% | $4,888-91.5% |