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 | $39,545 | $77,813-49.2% | $123,544-68.0% | $64,186-38.4% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.8pp |
| Annual return | -7.44% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,840 | $3,014-38.9% | $4,628-60.2% | $2,381-22.7% |
| Participant deferral / active EE | $2,997 | $5,240-42.8% | $6,426-53.4% | $3,470-13.6% |
| Admin fee / account holder | $6,928 | $5,519+25.5% | $9,284-25.4% | $4,888+41.7% |