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 | $15,416 | $56,484-72.7% | $169,463-90.9% | $64,186-76.0% |
| Participation rate | 94.6% | 64.5%+30.1pp | 77.8%+16.9pp | 69.6%+25.1pp |
| Annual return | -1.22% | -1.55%+0.3pp | 1.83%-3.1pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,988 | $1,832+8.5% | $4,159-52.2% | $2,381-16.5% |
| Participant deferral / active EE | $1,247 | $3,448-63.8% | $5,277-76.4% | $3,470-64.1% |
| Admin fee / account holder | $1,002 | $4,174-76.0% | $9,109-89.0% | $4,888-79.5% |