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 | $16,273 | $58,577-72.2% | $83,333-80.5% | $64,186-74.6% |
| Participation rate | 92.0% | 72.0%+20.0pp | 77.8%+14.2pp | 69.6%+22.4pp |
| Annual return | -7.58% | 9.65%-17.2pp | 10.63%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,095 | $2,098-0.2% | $3,379-38.0% | $2,381-12.0% |
| Participant deferral / active EE | $3,017 | $4,654-35.2% | $5,565-45.8% | $3,470-13.0% |
| Admin fee / account holder | $5,397 | $9,275-41.8% | $7,510-28.1% | $4,888+10.4% |