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 | $23,940 | $73,867-67.6% | $143,757-83.3% | $68,494-65.0% |
| Participation rate | 84.8% | 66.7%+18.1pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -12.10% | 1.01%-13.1pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,478 | $3,184-53.6% | $4,951-70.1% | $2,596-43.1% |
| Participant deferral / active EE | $3,487 | $3,384+3.0% | $5,637-38.1% | $4,027-13.4% |
| Admin fee / account holder | $3,693 | $5,755-35.8% | $14,673-74.8% | $5,403-31.6% |