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 | $25,537 | $77,976-67.3% | $81,367-68.6% | $125,391-79.6% |
| Participation rate | 93.8% | 83.3%+10.5pp | 82.3%+11.5pp | 83.2%+10.6pp |
| Annual return | 3.08% | -2.85%+5.9pp | -0.92%+4.0pp | 282.22%-279.1pp |
| Employer contribution / active EE | $2,971 | $4,366-31.9% | $3,930-24.4% | $4,866-38.9% |
| Participant deferral / active EE | $6,950 | $5,646+23.1% | $5,383+29.1% | $5,352+29.9% |
| Admin fee / account holder | $499 | $12,476-96.0% | $8,926-94.4% | $9,540-94.8% |