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 | $54,041 | $62,586-13.7% | $76,768-29.6% | $64,186-15.8% |
| Participation rate | 82.6% | 72.8%+9.8pp | 77.0%+5.6pp | 69.6%+13.0pp |
| Annual return | 7.69% | -1.95%+9.6pp | 2.43%+5.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,942 | $3,145-38.3% | $3,852-49.6% | $3,470-44.0% |
| Admin fee / account holder | $9,271 | $4,667+98.7% | $6,675+38.9% | $4,888+89.7% |