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 | $46,360 | $62,586-25.9% | $76,768-39.6% | $64,186-27.8% |
| Participation rate | 83.7% | 72.8%+10.9pp | 77.0%+6.8pp | 69.6%+14.2pp |
| Annual return | -2.61% | -1.95%-0.7pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,934 | $1,832+5.6% | $2,485-22.2% | $2,381-18.8% |
| Participant deferral / active EE | $3,815 | $3,145+21.3% | $3,852-1.0% | $3,470+10.0% |
| Admin fee / account holder | $4,597 | $4,667-1.5% | $6,675-31.1% | $4,888-6.0% |