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 | $38,486 | $56,484-31.9% | $169,463-77.3% | $64,186-40.0% |
| Participation rate | 91.7% | 64.5%+27.1pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -6.49% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,862 | $1,832+1.6% | $4,159-55.2% | $2,381-21.8% |
| Participant deferral / active EE | $2,757 | $3,448-20.0% | $5,277-47.8% | $3,470-20.5% |
| Admin fee / account holder | $2,555 | $4,174-38.8% | $9,109-72.0% | $4,888-47.7% |