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 | $44,204 | $62,586-29.4% | $76,768-42.4% | $64,186-31.1% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+20.0pp | 69.6%+27.4pp |
| Annual return | -4.22% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,453 | $1,832-20.7% | $2,485-41.5% | $2,381-39.0% |
| Participant deferral / active EE | $2,825 | $3,145-10.2% | $3,852-26.7% | $3,470-18.6% |
| Admin fee / account holder | $1,792 | $4,667-61.6% | $6,675-73.2% | $4,888-63.3% |