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 | $21,288 | $42,383-49.8% | $76,523-72.2% | $64,186-66.8% |
| Participation rate | 97.1% | 58.1%+38.9pp | 68.0%+29.1pp | 69.6%+27.5pp |
| Annual return | -5.46% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,624 | $1,563+3.9% | $2,647-38.6% | $2,381-31.8% |
| Participant deferral / active EE | $1,272 | $2,566-50.4% | $3,835-66.8% | $3,470-63.3% |
| Admin fee / account holder | $4,609 | $3,198+44.1% | $4,848-4.9% | $4,888-5.7% |