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 | $42,621 | $62,586-31.9% | $76,768-44.5% | $64,186-33.6% |
| Participation rate | 94.6% | 72.8%+21.8pp | 77.0%+17.7pp | 69.6%+25.1pp |
| Annual return | -2.39% | -1.95%-0.4pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,980 | $1,832+8.1% | $2,485-20.3% | $2,381-16.9% |
| Participant deferral / active EE | $3,624 | $3,145+15.2% | $3,852-5.9% | $3,470+4.5% |
| Admin fee / account holder | $9,559 | $4,667+104.8% | $6,675+43.2% | $4,888+95.5% |