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 | $43,875 | $62,586-29.9% | $76,768-42.8% | $64,186-31.6% |
| Participation rate | 85.3% | 72.8%+12.5pp | 77.0%+8.3pp | 69.6%+15.7pp |
| Annual return | -3.11% | -1.95%-1.2pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,135 | $1,832-38.0% | $2,485-54.3% | $2,381-52.3% |
| Participant deferral / active EE | $5,354 | $3,145+70.2% | $3,852+39.0% | $3,470+54.3% |
| Admin fee / account holder | $3,960 | $4,667-15.2% | $6,675-40.7% | $4,888-19.0% |