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 | $42,132 | $62,586-32.7% | $76,768-45.1% | $64,186-34.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -7.39% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,388 | $1,832-24.2% | $2,485-44.1% | $2,381-41.7% |
| Participant deferral / active EE | $2,803 | $3,145-10.9% | $3,852-27.2% | $3,470-19.2% |
| Admin fee / account holder | $1,289 | $4,667-72.4% | $6,675-80.7% | $4,888-73.6% |