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 | $100,913 | $49,280+104.8% | $67,313+49.9% | $64,186+57.2% |
| Participation rate | 87.3% | 60.8%+26.5pp | 69.1%+18.2pp | 69.6%+17.7pp |
| Annual return | -1.58% | -1.39%-0.2pp | -4.08%+2.5pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,569 | $2,484-36.8% | $3,568-56.0% | $3,470-54.8% |
| Admin fee / account holder | $871 | $3,863-77.4% | $4,507-80.7% | $4,888-82.2% |