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 | $14,213 | $43,327-67.2% | $59,878-76.3% | $64,186-77.9% |
| Participation rate | 95.5% | 69.2%+26.3pp | 74.7%+20.8pp | 69.6%+25.9pp |
| Annual return | -6.55% | -1.55%-5.0pp | 3.46%-10.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,022 | $2,028-49.6% | $2,722-62.5% | $2,381-57.1% |
| Participant deferral / active EE | $2,261 | $2,546-11.2% | $3,402-33.5% | $3,470-34.8% |
| Admin fee / account holder | $1,026 | $3,005-65.9% | $3,590-71.4% | $4,888-79.0% |