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 | $25,290 | $42,383-40.3% | $76,523-67.0% | $64,186-60.6% |
| Participation rate | 95.5% | 58.1%+37.3pp | 68.0%+27.5pp | 69.6%+25.9pp |
| Annual return | -5.44% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,205 | $1,563+41.0% | $2,647-16.7% | $2,381-7.4% |
| Participant deferral / active EE | $3,688 | $2,566+43.7% | $3,835-3.8% | $3,470+6.3% |
| Admin fee / account holder | $730 | $3,198-77.2% | $4,848-84.9% | $4,888-85.1% |