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 | $24,268 | $62,586-61.2% | $76,768-68.4% | $64,186-62.2% |
| Participation rate | 72.9% | 72.8%+0.1pp | 77.0%-4.0pp | 69.6%+3.3pp |
| Annual return | -6.71% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,526 | $1,832+92.5% | $2,485+41.9% | $2,381+48.1% |
| Participant deferral / active EE | $2,404 | $3,145-23.6% | $3,852-37.6% | $3,470-30.7% |
| Admin fee / account holder | $2,158 | $4,667-53.8% | $6,675-67.7% | $4,888-55.9% |