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 | $17,585 | $49,177-64.2% | $79,464-77.9% | $64,186-72.6% |
| Participation rate | 87.3% | 65.0%+22.2pp | 73.3%+13.9pp | 69.6%+17.7pp |
| Annual return | -7.12% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,121 | $2,076+2.2% | $2,800-24.2% | $2,381-10.9% |
| Participant deferral / active EE | $2,907 | $2,821+3.0% | $3,704-21.5% | $3,470-16.2% |
| Admin fee / account holder | $4,768 | $3,839+24.2% | $5,113-6.7% | $4,888-2.5% |