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 | $27,769 | $52,836-47.4% | $105,738-73.7% | $64,186-56.7% |
| Participation rate | 88.6% | 66.5%+22.1pp | 76.3%+12.3pp | 69.6%+19.1pp |
| Annual return | -6.16% | 14.30%-20.5pp | 6.27%-12.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,332 | $1,827-27.1% | $3,268-59.2% | $2,381-44.1% |
| Participant deferral / active EE | $2,428 | $2,545-4.6% | $4,080-40.5% | $3,470-30.0% |
| Admin fee / account holder | $1,385 | $3,959-65.0% | $6,913-80.0% | $4,888-71.7% |