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 | $35,648 | $54,726-34.9% | $68,793-48.2% | $64,186-44.5% |
| Participation rate | 87.5% | 68.0%+19.5pp | 72.2%+15.3pp | 69.6%+17.9pp |
| Annual return | -6.33% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,120 | $1,846+14.9% | $2,625-19.2% | $2,381-10.9% |
| Participant deferral / active EE | $4,392 | $2,626+67.2% | $3,311+32.6% | $3,470+26.6% |
| Admin fee / account holder | $1,674 | $4,027-58.4% | $5,131-67.4% | $4,888-65.8% |