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 | $18,636 | $52,681-64.6% | $75,781-75.4% | $59,632-68.7% |
| Participation rate | 80.8% | 67.2%+13.5pp | 75.8%+5.0pp | 68.7%+12.1pp |
| Annual return | -1.82% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $3,545 | $2,193+61.6% | $3,323+6.7% | $2,203+60.9% |
| Participant deferral / active EE | $1,559 | $2,591-39.8% | $3,651-57.3% | $3,192-51.2% |
| Admin fee / account holder | $1,553 | $3,610-57.0% | $5,299-70.7% | $4,297-63.9% |