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 | $58,332 | $62,586-6.8% | $76,768-24.0% | $64,186-9.1% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | 0.27% | -1.95%+2.2pp | 2.43%-2.2pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,351 | $1,832-26.2% | $2,485-45.6% | $2,381-43.2% |
| Participant deferral / active EE | $3,167 | $3,145+0.7% | $3,852-17.8% | $3,470-8.7% |
| Admin fee / account holder | $9,766 | $4,667+109.3% | $6,675+46.3% | $4,888+99.8% |