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 | $30,267 | $43,327-30.1% | $59,878-49.5% | $64,186-52.8% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | -2.85% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,266 | $2,028-37.6% | $2,722-53.5% | $2,381-46.8% |
| Participant deferral / active EE | $2,264 | $2,546-11.1% | $3,402-33.5% | $3,470-34.8% |
| Admin fee / account holder | $6,475 | $3,005+115.5% | $3,590+80.4% | $4,888+32.5% |