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 | $26,643 | $42,383-37.1% | $76,523-65.2% | $64,186-58.5% |
| Participation rate | 89.7% | 58.1%+31.5pp | 68.0%+21.7pp | 69.6%+20.1pp |
| Annual return | 6.98% | -16.54%+23.5pp | -0.27%+7.3pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,705 | $1,563+9.0% | $2,647-35.6% | $2,381-28.4% |
| Participant deferral / active EE | $2,282 | $2,566-11.1% | $3,835-40.5% | $3,470-34.2% |
| Admin fee / account holder | $1,702 | $3,198-46.8% | $4,848-64.9% | $4,888-65.2% |