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 | $41,298 | $61,660-33.0% | $80,019-48.4% | $64,186-35.7% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.8pp | 69.6%+20.1pp |
| Annual return | -6.82% | -0.33%-6.5pp | 11.22%-18.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,115 | $1,810+72.0% | $2,468+26.2% | $2,381+30.8% |
| Participant deferral / active EE | $4,455 | $2,968+50.1% | $3,686+20.9% | $3,470+28.4% |
| Admin fee / account holder | $1,384 | $5,417-74.4% | $6,521-78.8% | $4,888-71.7% |