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 | $37,550 | $61,660-39.1% | $80,019-53.1% | $64,186-41.5% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.6%+20.8pp |
| Annual return | -3.52% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,814 | $1,810+0.2% | $2,468-26.5% | $2,381-23.8% |
| Participant deferral / active EE | $2,030 | $2,968-31.6% | $3,686-44.9% | $3,470-41.5% |
| Admin fee / account holder | $3,659 | $5,417-32.5% | $6,521-43.9% | $4,888-25.2% |