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 | $27,149 | $50,958-46.7% | $74,550-63.6% | $64,186-57.7% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.1%+1.4pp | 69.6%+1.0pp |
| Annual return | -7.48% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,832 | $1,115+64.2% | $1,961-6.6% | $2,381-23.1% |
| Participant deferral / active EE | $2,714 | $2,301+17.9% | $3,108-12.7% | $3,470-21.8% |
| Admin fee / account holder | $4,309 | $4,223+2.0% | $5,060-14.8% | $4,888-11.8% |