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 | $35,668 | $61,660-42.2% | $80,019-55.4% | $64,186-44.4% |
| Participation rate | 84.5% | 71.7%+12.8pp | 75.8%+8.7pp | 69.6%+14.9pp |
| Annual return | -3.78% | -0.33%-3.4pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,573 | $1,810-13.1% | $2,468-36.3% | $2,381-33.9% |
| Participant deferral / active EE | $2,452 | $2,968-17.4% | $3,686-33.5% | $3,470-29.3% |
| Admin fee / account holder | $3,360 | $5,417-38.0% | $6,521-48.5% | $4,888-31.3% |