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 | $27,464 | $62,586-56.1% | $76,768-64.2% | $64,186-57.2% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | -2.91% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,229 | $1,832+21.7% | $2,485-10.3% | $2,381-6.4% |
| Participant deferral / active EE | $3,154 | $3,145+0.3% | $3,852-18.1% | $3,470-9.1% |
| Admin fee / account holder | $19,596 | $4,667+319.9% | $6,675+193.6% | $4,888+300.9% |