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 | $37,721 | $62,586-39.7% | $76,768-50.9% | $64,186-41.2% |
| Participation rate | 95.2% | 72.8%+22.4pp | 77.0%+18.3pp | 69.6%+25.7pp |
| Annual return | -6.64% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,943 | $1,832+6.1% | $2,485-21.8% | $2,381-18.4% |
| Participant deferral / active EE | $3,778 | $3,145+20.1% | $3,852-1.9% | $3,470+8.9% |
| Admin fee / account holder | $4,155 | $4,667-11.0% | $6,675-37.8% | $4,888-15.0% |