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 | $22,279 | $58,577-62.0% | $83,333-73.3% | $64,186-65.3% |
| Participation rate | 94.4% | 72.0%+22.4pp | 77.8%+16.7pp | 69.6%+24.9pp |
| Annual return | -3.02% | 9.65%-12.7pp | 10.63%-13.7pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,269 | $2,098-39.5% | $3,379-62.4% | $2,381-46.7% |
| Participant deferral / active EE | $2,808 | $4,654-39.7% | $5,565-49.5% | $3,470-19.1% |
| Admin fee / account holder | $12,033 | $9,275+29.7% | $7,510+60.2% | $4,888+146.2% |