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 | $58,056 | $61,660-5.8% | $80,019-27.4% | $64,186-9.5% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.7pp | 69.6%+11.9pp |
| Annual return | -7.04% | -0.33%-6.7pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,560 | $1,810-13.8% | $2,468-36.8% | $2,381-34.5% |
| Participant deferral / active EE | $2,185 | $2,968-26.4% | $3,686-40.7% | $3,470-37.0% |
| Admin fee / account holder | $932 | $5,417-82.8% | $6,521-85.7% | $4,888-80.9% |