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 | $34,179 | $45,438-24.8% | $80,004-57.3% | $59,632-42.7% |
| Participation rate | 84.4% | 63.7%+20.6pp | 73.0%+11.4pp | 68.7%+15.7pp |
| Annual return | -0.09% | 5.10%-5.2pp | 7.63%-7.7pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,224 | $1,236-0.9% | $2,473-50.5% | $2,203-44.4% |
| Participant deferral / active EE | $3,404 | $2,231+52.6% | $3,204+6.3% | $3,192+6.7% |
| Admin fee / account holder | $831 | $3,464-76.0% | $5,033-83.5% | $4,297-80.7% |