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 | $54,882 | $62,586-12.3% | $76,768-28.5% | $64,186-14.5% |
| Participation rate | 86.4% | 72.8%+13.5pp | 77.0%+9.4pp | 69.6%+16.8pp |
| Annual return | -2.02% | -1.95%-0.1pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,958 | $1,832+6.9% | $2,485-21.2% | $2,381-17.8% |
| Participant deferral / active EE | $3,932 | $3,145+25.0% | $3,852+2.1% | $3,470+13.3% |
| Admin fee / account holder | $7,074 | $4,667+51.6% | $6,675+6.0% | $4,888+44.7% |