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 | $19,651 | $54,726-64.1% | $68,793-71.4% | $64,186-69.4% |
| Participation rate | 85.9% | 68.0%+17.9pp | 72.2%+13.7pp | 69.6%+16.3pp |
| Annual return | -6.52% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,878 | $1,846+1.7% | $2,625-28.5% | $2,381-21.1% |
| Participant deferral / active EE | $2,779 | $2,626+5.8% | $3,311-16.1% | $3,470-19.9% |
| Admin fee / account holder | $1,831 | $4,027-54.5% | $5,131-64.3% | $4,888-62.5% |