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 | $18,395 | $73,867-75.1% | $143,757-87.2% | $68,494-73.1% |
| Participation rate | 93.9% | 66.7%+27.2pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -5.44% | 1.01%-6.4pp | -0.04%-5.4pp | -7.84%+2.4pp |
| Employer contribution / active EE | $685 | $3,184-78.5% | $4,951-86.2% | $2,596-73.6% |
| Participant deferral / active EE | $3,699 | $3,384+9.3% | $5,637-34.4% | $4,027-8.1% |
| Admin fee / account holder | $1,054 | $5,755-81.7% | $14,673-92.8% | $5,403-80.5% |