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 | $30,002 | $61,660-51.3% | $80,019-62.5% | $64,186-53.3% |
| Participation rate | 90.6% | 71.7%+18.9pp | 75.8%+14.8pp | 69.6%+21.1pp |
| Annual return | -6.41% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,903 | $1,810+5.1% | $2,468-22.9% | $2,381-20.1% |
| Participant deferral / active EE | $3,298 | $2,968+11.1% | $3,686-10.5% | $3,470-4.9% |
| Admin fee / account holder | $11,149 | $5,417+105.8% | $6,521+71.0% | $4,888+128.1% |