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 | $40,926 | $72,404-43.5% | $110,238-62.9% | $64,186-36.2% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.4pp |
| Annual return | -6.35% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,119 | $2,282-51.0% | $3,826-70.8% | $2,381-53.0% |
| Participant deferral / active EE | $2,472 | $3,469-28.8% | $4,672-47.1% | $3,470-28.8% |
| Admin fee / account holder | $2,991 | $5,664-47.2% | $8,547-65.0% | $4,888-38.8% |