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 | $21,766 | $54,726-60.2% | $68,793-68.4% | $64,186-66.1% |
| Participation rate | 81.6% | 68.0%+13.6pp | 72.2%+9.4pp | 69.6%+12.0pp |
| Annual return | -5.48% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,928 | $1,846+4.5% | $2,625-26.5% | $2,381-19.0% |
| Participant deferral / active EE | $3,886 | $2,626+48.0% | $3,311+17.4% | $3,470+12.0% |
| Admin fee / account holder | $2,218 | $4,027-44.9% | $5,131-56.8% | $4,888-54.6% |