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 | $51,963 | $62,586-17.0% | $76,768-32.3% | $64,186-19.0% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -6.84% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,483 | $1,832-19.1% | $2,485-40.3% | $2,381-37.7% |
| Participant deferral / active EE | $3,791 | $3,145+20.6% | $3,852-1.6% | $3,470+9.3% |
| Admin fee / account holder | $3,041 | $4,667-34.8% | $6,675-54.4% | $4,888-37.8% |