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 | $29,704 | $62,586-52.5% | $76,768-61.3% | $64,186-53.7% |
| Participation rate | 97.1% | 72.8%+24.2pp | 77.0%+20.1pp | 69.6%+27.5pp |
| Annual return | -6.59% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,911 | $1,832+4.3% | $2,485-23.1% | $2,381-19.7% |
| Participant deferral / active EE | $2,479 | $3,145-21.2% | $3,852-35.6% | $3,470-28.6% |
| Admin fee / account holder | $2,577 | $4,667-44.8% | $6,675-61.4% | $4,888-47.3% |